Export data

In Clinical Analytics, there are a few options for extracting your data. Scorecards can be exported as a PDF; data tables can be exported to an Excel file; and Details Sections can be exported to an Excel or CSV file.

Export to PDF

Exporting your scorecard to PDF is a handy way to extract the visuals from Clinical Analytics.

  1. In the top right corner of your scorecard, click the PDF icon.

  2. A dialog appears to select options for your export.

    • Export: Select the tab(s) to include in your export.
    • Title: Title your export; the default is your scorecard title.
    • Subtitle: You can create a subtitle for your export; the default is the scorecard time period.
    • Profile: Select the profile to be used for your export; this overrides the profile selections made in your scorecard.
    • Benchmark Profile: Select the benchmark profile for your export; this overrides the benchmark profile selections made in your scorecard.
    • Charge/Cost Details: Indicate whether to include Charges, Costs, or both in your export.
    • Period: Select the date range for data in the export; the default is the scorecard time period.
    • Benchmark Profile Period: Select the date range for the benchmark data; the default is the most recent time period.
    • Patients: If your scorecard contains a Length of Stay section, indicate whether LOS values include All Patients or only Patients Receiving.
  3. Click OK to start the export, then open, print, and save your file when it's ready.

NOTE: To protect patient PHI, many sections are not exported to PDF. The following sections can be exported: Charges and Costs Detail; Length of Stay; Top DRGs; Top Principal ICD Procedure Codes; Top Service Lines; and Two Column.

Export to Excel

Most table analysis sections in Clinical Analytics give users the opportunity to download the table data in a Microsoft Excel file. If the section you are using can be downloaded, a green Excel icon appears in the top right corner of the section.

NOTE: With the exception of Clinical Case Summary, all sections that cannot be exported to PDF can be exported to Excel.

When you click the icon, the table for the section is opened in a Microsoft Excel file. The first spreadsheet tab is similar to your table in Clinical Analytics. The second tab contains the settings information used to create the table.

Export to CSV

Details Section and Easy Patient Download have the additional capability to export to a .csv file. Comma Separated Values (CSV) files are designed to be more compact, so these are ideal for large data sets. Because Details and Easy Patient Download access patient-level data, these data tables can often be very large, which is why we added the capability for CSV export using the blue icon next to the green Excel icon.

You still have the option for a typical Excel export on these sections, but this may take a bit longer for particularly large tables.

When you click the CSV export icon, the option to Download Now (which automatically opens like the Excel files), or Save to Data Download section appears.

If you choose to Save to Data Download section, you can continue working in Clinical Analytics while the download runs in the background, then access the Data Download section to download your file when it is ready. We recommend this option for large data sets. See Data Download for more information about retrieving your export.

Detail charge export

Details and Easy Patient Download sections also have the option to export patient-level charges when Clinical Analytics is unlocked. Clicking the blue floppy disc exports every charge for every patient in the profile.

See Use Case - Detail Charge Export for an example of this tool.