---
title: CDS Export of Patient Files
slug: portal-sub/cds-export-of-patient-files
docTags: 
createdAt: 2026-03-04T12:03:22.789Z
---

# CDS Export of Patient Files

This document describes how to export patient files, which can be imported into another Profile or another EMR product.

## Requirements

Open source [OpenPGP](https://www.openpgp.org/)software will be used for data encryption and must be installed on the user’s PC.  Windows users need to download the Gpg4win software.

## Support Services

The Export functionality has been designed to allow users to perform the patient export process. If users have questions or concerns, they can create a ticket or contact Intrahealth support directly.

If the customer would prefer Intrahealth to complete the patient Export/Import process for them, they can request a quote for the cost of the activity through Intrahealth support.

## Preparation of Patient Group for Export

### Creation of a Dynamic Patient Group

1. Go to **Organisation/Work Centre** from the main menu. Select the** Clinical** segment and then the** Groups** view.
2. Select the **Dynamic Patient Groups** folder in the **Dynamic Groups** panel.  Then, in the **Groups** view toolbar menu, click

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/H-XuC1YJM2vhFE5X_Xs3-_buorpuktvaowll0pkh6ebizdji773opmq.png" size="10" isUploading="false" initialPath="assets/bUOR_puKTVaOWLL0pkH6EBIZDJI773OpMQ.png" githubPath="en/Technical Resources/Data Transfer/assets/bUOR_puKTVaOWLL0pkH6EBIZDJI773OpMQ.png" position="flex-start" showCaption="false" indent="2"}

:::Paragraph{indent="1"}
 to create a new dynamic patient group.
:::

3. Enter the name of the patient group in the **Name** field of the New Dynamic Group window and press **OK**.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/kff54Ys3SDK-DMhD-xG5E_pnuyfrskgd3z5g3cbs-1axpbzgkukr3laq.png" size="74" isUploading="false" initialPath="assets/PNuYfRsKGD3z5G3CBS-1AXpbZgkukR3LaQ.png" githubPath="en/Technical Resources/Data Transfer/assets/PNuYfRsKGD3z5G3CBS-1AXpbZgkukR3LaQ.png" position="flex-start" showCaption="false" indent="2"}

4. In the Edit Group window that appears, add a caption for the patient group in the **Caption** field, select the **Stored Query** option in the **Use for filtering** field and then press the **Edit Stored Query** button that displays.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/RZwmF0zVWVrrayAEj1cmz_c0was6mg1hbx72awpnjf1ijni5or5retg.png" size="100" isUploading="false" initialPath="assets/C0Was6Mg1HBx72awPnj_F1IJNI5or5Retg.png" githubPath="en/Technical Resources/Data Transfer/assets/C0Was6Mg1HBx72awPnj_F1IJNI5or5Retg.png" position="flex-start" showCaption="false" indent="2"}

5. The Find Object window opens.  In the **Object** panel, click the **Usual Doctor** folder to open it and select the **Code** item.
6. Add the **Code** item to the **Where** table by clicking the

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/_gfF8wV8iLJAJwC9x89iq_r1gkotovexyqfqmvxmfipkpb1lrads-g.png" size="10" isUploading="false" initialPath="assets/R1GkoTovE_xyqfQMvXMFIPkpb1LrA_DS-g.png" githubPath="en/Technical Resources/Data Transfer/assets/R1GkoTovE_xyqfQMvXMFIPkpb1LrA_DS-g.png" position="flex-start" showCaption="false" indent="2"}

:::Paragraph{indent="1"}
icon in the **Where** toolbar.  Under the **Value** column, enter the Provider code and press **OK**.  This creates the new dynamic group.
:::

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ALF1CVoHybBibI_NEoner_fkrsolvyodwxhzdoq90lnegwvxndj3gaq.png)

### Creation of a Static Patient Group

1. Go to **Organisation/Work Centre** from the main menu. Select the** Clinical** segment and then the** Groups** view.
2. Select the **Static Patient Groups** folder in the **Static Groups** panel. Then, in the **Groups** view toolbar menu, click

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/eT3Dh43gHAdA-WOSM-Oub_4av5lw6in1ptvfmsjr9wmhx1nsv3rqh4ca.png" size="10" isUploading="false" initialPath="assets/4av5LW6IN1ptvfmsjr9WMHx1nSv3RqH4CA.png" githubPath="en/Technical Resources/Data Transfer/assets/4av5LW6IN1ptvfmsjr9WMHx1nSv3RqH4CA.png" position="flex-start" showCaption="false" indent="2"}

:::Paragraph{indent="1"}
 to create a new static patient group.
:::

3. Enter the name of the patient group in the **Name** field of the New Static Group window and press **OK**.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/eOtp2OnNhY19vBEU1dF5x_jms26ijrtxsizea8kte4uhpugbiuayqkg.png" size="74" isUploading="false" initialPath="assets/JmS26IjRTXsIZeA_8Kte4uHpUGbIuaYqKg.png" githubPath="en/Technical Resources/Data Transfer/assets/JmS26IjRTXsIZeA_8Kte4uHpUGbIuaYqKg.png" position="flex-start" showCaption="false" indent="2"}

4. In the **Presentation** tab, ensure the presentation settings are as desired, or select them and press **OK**.
5. Add patients to the group by selecting the static group and clicking

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/0V_e4uXzgn4R4yz5i4rWn_sup5ht-httepvbwrru308lfoljfjaxshq.png" size="10" isUploading="false" initialPath="assets/sUP5HT-HtTEpvBwRRU_308LFoLjfjAXShQ.png" githubPath="en/Technical Resources/Data Transfer/assets/sUP5HT-HtTEpvBwRRU_308LFoLjfjAXShQ.png" position="flex-start" showCaption="false" indent="2"}

:::Paragraph{indent="1"}
in **Groups** view toolbar and searching for the patients.
:::

## Generation of Export Files

1. Go to **Organisation/Work Centre** from the main menu. Select the** Clinical** segment and then the** Groups** view.
2. Select the group that contains the patient(s) that will be exported.
3. Click

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/XcQymyItBYmLx1Wr570H7_hmdvu4yp9u8-yalc5wnz3qkctdaiyqngyg.png" size="10" isUploading="false" initialPath="assets/HmdvU4YP9u8-yALC5wnz3QkCtDaIyqNGyg.png" githubPath="en/Technical Resources/Data Transfer/assets/HmdvU4YP9u8-yALC5wnz3QkCtDaIyqNGyg.png" position="flex-start" showCaption="false" indent="2"}

:::Paragraph{indent="1"}
in the **Groups** view toolbar to display the patients that have been added to the group.
:::

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/NpFad1r8dl08ZcumwDlhF_blhv1p6u5ntys4igluc-fr29qkmhtm11ag.png" size="100" isUploading="false" initialPath="assets/BLhv1p6U5nTYS4igluc-Fr29qKmHTm11ag.png" githubPath="en/Technical Resources/Data Transfer/assets/BLhv1p6U5nTYS4igluc-Fr29qKmHTm11ag.png" position="flex-start" showCaption="false" indent="2"}

4. In the **Groups** view toolbar, click

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/jugGGI0DXZEdaJ4y5SpPg_v1mojoyurx3ciylekfomgvaaa7qrvlquw.png" size="13" isUploading="false" initialPath="assets/v1MoJoyurx3ciYlEkFomgvaaa7QrV_Lquw.png" githubPath="en/Technical Resources/Data Transfer/assets/v1MoJoyurx3ciYlEkFomgvaaa7QrV_Lquw.png" position="flex-start" showCaption="false" indent="2"}

:::Paragraph{indent="1"}
. From the dropdown, select **List** or **List with Audit Logs** to begin the file export.
:::

5. You will be prompted to select the path/folder for the export files and select the sections that you would like to export in the Patient CDS Export Options window. You can also check the **Show log during export process** checkbox.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/VCk4hrbIZRmkLh0aJ37Yf_t0klwwdg7zrrgm3bvti1scpxpsykfs9vwq.png" size="46" isUploading="false" initialPath="assets/t0KLWwdg7ZRrGm3Bvti1ScPxpsYKfs9VwQ.png" githubPath="en/Technical Resources/Data Transfer/assets/t0KLWwdg7ZRrGm3Bvti1ScPxpsYKfs9VwQ.png" position="flex-start" showCaption="false" indent="2"}

6. Press

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/AFU-HwcrFZ6UTXqDYa-b5_qdvsuwyhbkxlh6po4d6no9b0ncutn41cq.png" size="11" isUploading="false" initialPath="assets/qD_vSuWYhbkxlh6PO4D6NO9b0nCUtn41CQ.png" githubPath="en/Technical Resources/Data Transfer/assets/qD_vSuWYhbkxlh6PO4D6NO9b0nCUtn41CQ.png" position="flex-start" showCaption="false" indent="2"}

:::Paragraph{indent="1"}
. The CDS Export process will begin, and the user will be prompted for file encryption.
:::

## Encryption and Compression of the Files

To encrypt and compress the data, Profile will use the open source [OpenPGP](https://www.openpgp.org/) software installed on your PC.

While processing the CDS Extract, you will be prompted to enter a password for file encryption.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/HHgjSJvO56U90RoDasXIw_lbwt7-n9zf1ptg5x94k0g8l5x2pl4ta.png" size="64" isUploading="false" initialPath="assets/LBwt7-_-n9zf1PtG5X94K0g8l_5X2pl4TA.png" githubPath="en/Technical Resources/Data Transfer/assets/LBwt7-_-n9zf1PtG5X94K0g8l_5X2pl4TA.png" position="flex-start" showCaption="false"}

Once the password is entered, the OpenPGP software will perform the encryption and compression of the export files and save them to the specified folder.

You will receive a confirmation when the process is complete. 

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/dsE9hvG08Zu9V-g9funTW_7cyeux7e2vmwvsrtjjjnbvlgysifthplq.png" size="37" isUploading="false" initialPath="assets/7cYeuX7E2VMwVSRtjJJ_nbVLGYSiFthpLQ.png" githubPath="en/Technical Resources/Data Transfer/assets/7cYeuX7E2VMwVSRtjJJ_nbVLGYSiFthpLQ.png" position="flex-start" showCaption="false"}

## Transfer of the Files to Media Devices

The exported files can be found in the folder that was specified during the export process. The folder will include:

- Patient Data
- Audit Log Information (if selected during export process)
- Export Event Log
- ReadMe.txt

The customer is responsible for safely and securely transferring the encrypted files to the media device of their choice.

1. Prior to transferring the files to a media device, browse to the location of the files, and compress (Zip) the main folder.
2. Copy the zipped file to a media device and use Password protection on the device for additional security.