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© 2020 American Well Corporation | Confidential Staff User Workflow: Export Visit Summaries

Staff User Workflow: Export Visit Summaries - … › media › filer...© 2020 American Well Corporation | Confidential | 8 Review Visit Summary Exports and Import into another system,

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Page 1: Staff User Workflow: Export Visit Summaries - … › media › filer...© 2020 American Well Corporation | Confidential | 8 Review Visit Summary Exports and Import into another system,

© 2020 American Well Corporation | Confidential

Staff User Workflow: Export Visit Summaries

Page 2: Staff User Workflow: Export Visit Summaries - … › media › filer...© 2020 American Well Corporation | Confidential | 8 Review Visit Summary Exports and Import into another system,

1© 2020 American Well Corporation | Confidential |

Staff Login

Page 3: Staff User Workflow: Export Visit Summaries - … › media › filer...© 2020 American Well Corporation | Confidential | 8 Review Visit Summary Exports and Import into another system,

2© 2020 American Well Corporation | Confidential |

Select Patients – screen layout may differ depending on provider coverage

Page 4: Staff User Workflow: Export Visit Summaries - … › media › filer...© 2020 American Well Corporation | Confidential | 8 Review Visit Summary Exports and Import into another system,

3© 2020 American Well Corporation | Confidential |

Export Patient Records

Page 5: Staff User Workflow: Export Visit Summaries - … › media › filer...© 2020 American Well Corporation | Confidential | 8 Review Visit Summary Exports and Import into another system,

4© 2020 American Well Corporation | Confidential |

Select desired export criteria

Select Providers:Select all providers or individual providers

Select Summaries to Export:

Export Visit Summaries

Select Export Format:Choose desired format

Page 6: Staff User Workflow: Export Visit Summaries - … › media › filer...© 2020 American Well Corporation | Confidential | 8 Review Visit Summary Exports and Import into another system,

5© 2020 American Well Corporation | Confidential |

EXAMPLE: All Providers Selected, Specified Date Range, PDF Format

Page 7: Staff User Workflow: Export Visit Summaries - … › media › filer...© 2020 American Well Corporation | Confidential | 8 Review Visit Summary Exports and Import into another system,

6© 2020 American Well Corporation | Confidential |

After exporting, navigate to Secure Messages which contains the file

Page 8: Staff User Workflow: Export Visit Summaries - … › media › filer...© 2020 American Well Corporation | Confidential | 8 Review Visit Summary Exports and Import into another system,

7© 2020 American Well Corporation | Confidential |

Select Secure Message Visit Summary Export message Attachment Link

1. Select attachment link

2. Open Zip file

Page 9: Staff User Workflow: Export Visit Summaries - … › media › filer...© 2020 American Well Corporation | Confidential | 8 Review Visit Summary Exports and Import into another system,

8© 2020 American Well Corporation | Confidential |

Review Visit Summary Exports and Import into another system, if desired

Page 10: Staff User Workflow: Export Visit Summaries - … › media › filer...© 2020 American Well Corporation | Confidential | 8 Review Visit Summary Exports and Import into another system,

Notice of OwnershipAll materials contained herein are the property of American Well Corporation and are copyrightedunder United States law and applicable international copyright laws and treaty provisions. Thematerials contained herein are not work product or “work for hire” on behalf of any third party. Thematerials contained herein constitute the confidential information of American Well Corporation,except for specific data elements provided by third parties, which are the confidential informationof such third parties. The content contained herein results from the application of American Wellproprietary processes, analytical frameworks, algorithms, business methods, solution constructionaids and templates, all of which are and remain the property of American Well Corporation.

Trademark NoticeAll of the trademarks, service marks and logos displayed on these materials (the "Trademark(s)") areregistered and unregistered trademarks of American Well Corporation or third parties who havelicensed their Trademarks to American Well Corporation. Except as expressly stated in these termsand conditions, you may not reproduce, display or otherwise use any Trademark without firstobtaining American Well Corporation’s written permission.

9© 2020 American Well Corporation | Confidential |