EHI Export

Overview

Optimantra supports the export of a patient's full Electronic Health Information (EHI) as defined by the ONC Final Rule (85 FR 25642). This feature enables patients and authorized practitioners to obtain a complete, machine-readable export of all data stored in the Optimantra EHR for a single patient or for all patients (practice-wide).

This documentation is publicly available and requires no login or preconditions to access, in compliance with 45 CFR §170.315(b)(10) and the ONC Cures Act Final Rule.

Export Scope

Single Patient Export: Exports all EHI for one selected patient. Initiated by a provider, practice administrator, or the patient upon request.
Practice-Wide Export: Exports EHI for all patients in the practice in bulk. Practice-wide data accessible through Optimantra's built-in analytics module can be accessed directly by authorized users. For data not covered by analytics — including clinical documents and charts in PDF format — a support ticket must be submitted for a developer to run the export.
Time-Bounded Export: Optionally filtered by date range.

Who Can Initiate an Export

Practice Administrator or Provider with appropriate role permissions
The patient themselves (via the patient portal, upon request)

Export Format

Optimantra provides EHI exports primarily in C-CDA (Consolidated Clinical Document Architecture) format, which is the ONC-preferred structured format for electronic health information exchange. C-CDA exports conform to HL7 CDA Release 2 and include all applicable clinical data elements. Upon request, exports can also be provided in PDF or CSV format.

C-CDA Export (Default)

Format: HL7 C-CDA R2.1 (XML)
Includes: patient demographics, encounters, diagnoses, medications, allergies, vital signs, lab results, immunizations, procedures, and clinical documents
Encoding: UTF-8
Delivered as a structured XML document per patient

Alternate Formats (Available on Request)

PDF: Human-readable summary of the patient record, suitable for printing or sharing with non-EHR recipients
CSV: Tabular data export, one file per data category, in a ZIP archive — suitable for data migration or analysis

Delivery Methods

Google Drive (Large Exports): For exports exceeding standard file size limits, the package is shared via Optimantra's HIPAA-compliant Google Workspace. The recipient receives a secure Google Drive share link via email once the export is ready.
Zendesk (Standard Exports): For standard-size exports, the package is delivered securely through Optimantra's HIPAA-compliant Zendesk support platform. The recipient is notified via their support ticket with a secure download link.

Contact support@optimantra.com to specify your preferred format (C-CDA, PDF, or CSV) when submitting your request.

Data Dictionary (CSV Format Reference)

The following table defines all fields included in the EHI export when delivered in CSV format. C-CDA exports follow the HL7 CDA Release 2.1 standard and map to the same underlying data elements. Fields marked Required are always populated if data exists in the system.

Field Name	Data Type	Description	Example Value	Required
👤 PATIENT DEMOGRAPHICS — demographics.csv
patient_id	String	Unique Optimantra patient identifier	OM-10045	Yes
first_name	String	Patient legal first name	Jane	Yes
last_name	String	Patient legal last name	Smith	Yes
date_of_birth	Date	Patient date of birth (ISO 8601)	1985-03-14	Yes
sex	String	Biological sex (M / F / Unknown)	F	Yes
gender_identity	String	Patient-reported gender identity (USCDI v3)	Female	No
sexual_orientation	String	Patient-reported sexual orientation (USCDI v3)	Straight or Heterosexual	No
race	String	Race (OMB categories)	White	No
ethnicity	String	Ethnicity (OMB categories)	Not Hispanic or Latino	No
preferred_language	String	Preferred language (ISO 639-1)	en	No
address_line1	String	Primary street address	123 Main St	No
city	String	City of residence	Nashville	No
state	String	State (2-letter USPS code)	TN	No
zip_code	String	ZIP / postal code	37219	No
phone_primary	String	Primary phone number	615-555-0100	No
email	String	Patient email address	jane@example.com	No
📋 ENCOUNTERS — encounters.csv
encounter_id	String	Unique encounter identifier	ENC-20240315-001	Yes
patient_id	String	Reference to patient_id	OM-10045	Yes
encounter_date	Date	Date of encounter	2024-03-15	Yes
encounter_type	String	Type of visit (Office Visit, Telehealth, etc.)	Office Visit	Yes
provider_name	String	Treating provider full name	Dr. Sarah Johnson	Yes
provider_npi	String	Provider National Provider Identifier	1234567890	No
chief_complaint	String	Patient-reported chief complaint	Lower back pain	No
visit_notes	String	Clinical narrative / SOAP note	(free text)	No
🩹 DIAGNOSES / PROBLEM LIST — diagnoses.csv
diagnosis_id	String	Unique diagnosis record identifier	DX-10045-001	Yes
patient_id	String	Reference to patient_id	OM-10045	Yes
encounter_id	String	Reference to encounter_id (if associated)	ENC-20240315-001	No
icd10_code	String	ICD-10-CM diagnosis code	M54.5	Yes
diagnosis_description	String	Human-readable diagnosis description	Low back pain	Yes
diagnosis_date	Date	Date diagnosis was recorded	2024-03-15	Yes
status	String	Active / Resolved / Chronic	Active	Yes
💊 MEDICATIONS — medications.csv
medication_id	String	Unique medication record identifier	MED-10045-007	Yes
patient_id	String	Reference to patient_id	OM-10045	Yes
medication_name	String	Drug name (brand or generic)	Ibuprofen	Yes
rxnorm_code	String	RxNorm concept identifier	5640	No
dosage	String	Dose strength and unit	400 mg	No
route	String	Route of administration	Oral	No
frequency	String	Dosing frequency	Every 6 hours as needed	No
start_date	Date	Date medication was started	2024-03-15	No
end_date	Date	Date medication was stopped (if applicable)	2024-03-29	No
status	String	Active / Discontinued / On Hold	Active	Yes
prescribing_provider	String	Name of prescribing provider	Dr. Sarah Johnson	No
⚠️ ALLERGIES — allergies.csv
allergy_id	String	Unique allergy record identifier	ALG-10045-002	Yes
patient_id	String	Reference to patient_id	OM-10045	Yes
allergen	String	Substance causing allergy/intolerance	Penicillin	Yes
reaction	String	Reported reaction or symptom	Hives, rash	No
severity	String	Mild / Moderate / Severe / Life-threatening	Moderate	No
allergy_type	String	Drug / Food / Environmental / Other	Drug	Yes
onset_date	Date	Date allergy was identified	2010-06-01	No
status	String	Active / Inactive / Entered in Error	Active	Yes
🪵 VITAL SIGNS — vitals.csv
vital_id	String	Unique vital signs record identifier	VIT-20240315-001	Yes
patient_id	String	Reference to patient_id	OM-10045	Yes
encounter_id	String	Reference to encounter_id	ENC-20240315-001	No
recorded_at	Date	Date/time vitals were recorded (ISO 8601)	2024-03-15T09:30:00Z	Yes
height_cm	Decimal	Patient height in centimeters	165.0	No
weight_kg	Decimal	Patient weight in kilograms	68.5	No
bmi	Decimal	Body Mass Index (calculated)	25.2	No
bp_systolic	Integer	Systolic blood pressure (mmHg)	118	No
bp_diastolic	Integer	Diastolic blood pressure (mmHg)	76	No
heart_rate	Integer	Heart rate (beats per minute)	72	No
temperature_c	Decimal	Body temperature in Celsius	36.7	No
oxygen_saturation	Decimal	SpO2 percentage	98.5	No
🧪 LABORATORY RESULTS — lab_results.csv
result_id	String	Unique lab result identifier	LAB-10045-033	Yes
patient_id	String	Reference to patient_id	OM-10045	Yes
encounter_id	String	Reference to encounter_id	ENC-20240315-001	No
loinc_code	String	LOINC code for the test	2339-0	No
test_name	String	Human-readable test name	Glucose [Mass/volume] in Blood	Yes
result_value	String	Numeric or textual result value	95	Yes
result_unit	String	Unit of measure (UCUM)	mg/dL	No
reference_range	String	Normal reference range	70–99 mg/dL	No
interpretation	String	Normal / Low / High / Critical	Normal	No
result_date	Date	Date result was reported	2024-03-16	Yes
ordering_provider	String	Name of ordering provider	Dr. Sarah Johnson	No
lab_name	String	Performing laboratory (e.g., LabCorp, Quest)	LabCorp	No
💉 IMMUNIZATIONS — immunizations.csv
immunization_id	String	Unique immunization record identifier	IMM-10045-005	Yes
patient_id	String	Reference to patient_id	OM-10045	Yes
vaccine_name	String	Vaccine name	Influenza, seasonal	Yes
cvx_code	String	CVX vaccine code (HL7)	141	No
administration_date	Date	Date vaccine was administered	2023-10-05	Yes
lot_number	String	Vaccine lot number	ABCD1234	No
administered_by	String	Provider who administered the vaccine	Dr. Sarah Johnson	No
status	String	Completed / Not Done / Historical	Completed	Yes
📋 PROCEDURES — procedures.csv
procedure_id	String	Unique procedure record identifier	PROC-10045-012	Yes
patient_id	String	Reference to patient_id	OM-10045	Yes
encounter_id	String	Reference to encounter_id	ENC-20240315-001	No
procedure_name	String	Procedure description	Acupuncture, 15 min	Yes
cpt_code	String	CPT / HCPCS code	97810	No
procedure_date	Date	Date procedure was performed	2024-03-15	Yes
performing_provider	String	Provider who performed the procedure	Dr. Sarah Johnson	No
🏠 SOCIAL DETERMINANTS OF HEALTH (SDOH) — sdoh.csv
sdoh_id	String	Unique SDOH record identifier	SDOH-10045-001	Yes
patient_id	String	Reference to patient_id	OM-10045	Yes
assessment_date	Date	Date assessment was completed	2024-03-15	Yes
loinc_code	String	LOINC code for the SDOH assessment item	71802-3	No
domain	String	SDOH category (Housing, Food, Transportation, etc.)	Housing	Yes
question	String	Assessment question text	What is your housing situation today?	No
response	String	Patient response	I have housing	Yes
📄 CLINICAL DOCUMENTS — documents.csv
document_id	String	Unique document identifier	DOC-10045-008	Yes
patient_id	String	Reference to patient_id	OM-10045	Yes
document_type	String	Type (Lab Report, Referral, Intake Form, etc.)	Lab Report	Yes
document_title	String	Human-readable document title	CBC with Differential – LabCorp	Yes
document_date	Date	Date document was created or received	2024-03-16	Yes
file_name	String	Filename as included in the export ZIP	DOC-10045-008.pdf	Yes
mime_type	String	MIME type of the attached file	application/pdf	Yes

How to Request an EHI Export

Single Patient Export — Providers / Practice Administrators

Submit an export request to support@optimantra.com with the patient name, date of birth, and preferred export format (C-CDA, PDF, or CSV).
The export will be delivered via Zendesk (standard size) or Google Drive (large exports) — both through Optimantra's HIPAA-compliant infrastructure. You will be notified via email with a secure link once the export is ready.
Requests will be fulfilled within 30 days in accordance with applicable requirements.

Practice-Wide Export — Providers / Practice Administrators

Practice-wide EHI export is available via two pathways depending on the data type requested.

Analytics-covered data (encounters, demographics, diagnoses, medications, vitals, labs, etc.): Authorized users can access and export practice-wide data directly through the Optimantra Analytics module without submitting a request.
Data not covered by analytics (clinical documents, charts, attachments in PDF format): Submit a support ticket to support@optimantra.com specifying the data type and date range needed. A developer will run the export and deliver it via Zendesk or Google Drive depending on file size.

For Patients

Contact your provider's practice administrator or submit a written request to support@optimantra.com.
Specify your preferred export format (C-CDA, PDF, or CSV) in your request.
You will receive a secure link via email once the export is ready, delivered through Optimantra's HIPAA-compliant Zendesk or Google Drive depending on file size.
Requests will be fulfilled within 30 days in accordance with HIPAA Right of Access requirements.

Contact & Support

For questions about EHI exports, data availability, or format specifications, contact:

Email: support@optimantra.com
Phone: 866-868-5070
ONC Disclosures: site.optimantra.com/onc-disclosures

This page is maintained by Optimantra Inc and updated with each certified release. Current version: 2026.02.01.

Electronic Health Information (EHI) Export Documentation §170.315(b)(10)

Overview

Export Scope

Who Can Initiate an Export

Export Format

C-CDA Export (Default)

Alternate Formats (Available on Request)

Delivery Methods

Data Dictionary (CSV Format Reference)

How to Request an EHI Export

Single Patient Export — Providers / Practice Administrators

Practice-Wide Export — Providers / Practice Administrators

For Patients

Contact & Support