About

NextStep's EHI feature lets you export all Electronic Health Information (EHI), captured in NextStep, for a single client or for all clients.

Enabling EHI

1. To enable the Export EHI feature for a user, you need to be an administrator.
2. Navigate to  MAINTAIN USERS and select the user you wish to add the EHI feature.  
3. Scroll down to the Reports section of the Main Menu Privileges and turn the EHI checkbox on. 
4. Then click the Update User button at the bottom of MAINTAIN USERS to save your changes.
5. When that user views the NextStep MAIN MENU, they will now have an EHI button in the Reports menu.

Running EHI

1. To export data for a client or all clients, navigate to MAIN MENU > Reports > EHI.
2. Select the EXTRACT REPORT button to open the EHI Dashboard.

Psychotherapy notes or info used for a legal action

You can identify forms and notes that gather psychotherapy notes or info used for a legal action in the Form Setup and Note Setup. The information should not be included in the EHI. To identify these Forms and Notes:

• Open Forms in Form Setup and turn on Skipped for EHI Export.
• Open Notes in Notes Setup and turn on Skipped for EHI Export.

Forms and Notes tagged in this way will be skipped when extracting data for EHI.

EHI Dashboard

1. When you click EXTRACT REPORTS, the EHI Dashboard is displayed.

Creating an Extract

1. To create a new export, click the plus sign button in the upper right-hand part of the dashboard. You are then able to select All Clients or a single client. 
2. In the example below, the user is requesting an export for client #1123
3. Once you have selected a client, click the Extract Reports button and the EHI file will be generated for the selected client (or All Client).
4. If the extract completes before you close the dashboard, you will be notified that the generated data is ready for download.
5. You will also receive an email when the EHI data export is complete. Keep in mind that if you are exporting data for All Client, the export could take a very long time.

Download Results

1. Once the data has been generated, you can download the EHI information. 
2. Find the line item that represents the file you generated and click the download button.
3. Next, NextStep will then prepare the download and display the following:
4. Once the download is ready, NextStep will display the following:
5. You can click the following:
   • All Files: Download all csv files containing discrete EHI data. This will download a file with a name like Client1123Data.zip
   • All Docs: Download all documents attached to the extracted client(s). This will download a file with a name like Client1123Document.zip

Document Filter

Most of the dashboard displays the extracts that have been created. You can filter these extracts in multiple ways.

1. DateRange Filter
   • The Date Range field lets you filter on the date the data was exported. 
2. Column Filters
   • Each column also lets you view and locate a file you created
     • Client: filters the client(s) associated with the file. Enter the Client ID, a partial ID, or 'All" for exports for all clients.
     • User ID: filters based on the user ID who created the file
     • User Name: filters based on the user name of the user who created the file
     • Exported Date: filters based on the date the export was created

For more information on EHI:

• Reference the EHI Data Dictionary