Export PHI

Users with appropriate privileges in HealthAdvisor have the option to export detailed CSV reports. These reports contain comprehensive information about every submission for the selected HealthAdvisor assessment; including timestamps, individual answers, URL parameters and much more. This data can be used for future outreach.

For Ignite Growth Platform clients, HealthAdvisor submission data can also be ingested by the platform via an API. The decision to integrate the data is made during the implementation process.

If you utilize Ignite Growth Platform for marketing campaigns, HealthAdvisor data may be available to include submitters in target audiences and campaigns, and messaging can be based on specific risk levels. To learn how to create an audience with HealthAdvisor data, please log into Ignite Growth Platform and select Help Center from the profile menu. Once there, please search for "How do I create a target audience using HealthAdvisor assessment data?" on our FAQ page.

Note: If you don't see the export options as described in this article, you do not currently have the required privileges in HealthAdvisor. If you think you should have these privileges, please contact your account manager. We will need to confirm with the primary contact at your organization before granting advanced reporting privileges.

There are two ways to access these detailed reports:

• Downloading from the report page: This method will generate a report with all PHI redacted.
  • Redacting PHI from the file reduces the amount of precaution necessary to view and store it, since there is no longer any PHI to protect. While this is less useful toward lead generation, it can be used and shared more broadly for general HealthAdvisor usage metrics.
• Exporting from the main dashboard: This method will generate a report including any available PHI.
  • This data contains any personal information provided by individuals along with their assessment results. It can be used for targeting outreach messaging. If you’re also using Ignite Growth Platform, it can be integrated to create a mastered record that can be included in campaign target audiences. While useful for generating leads, any electronic files containing PHI are subject to strict regulations to protect individuals’ personal rights. It is extremely important to follow these regulations at all times when handling PHI.

Note: Data is refreshed hourly, so reports contain assessment activity up to the current hour.

Downloading from the report page

1. While logged into HealthAdvisor, visit the URL for the assessment that you would like to generate the report for.
   • From the main dashboard, you can click a report name, then click Copy URL to get the link to the report.
      
2. Click the Reports tab.
    
3. Click the Download sub tab.
    
4. Configure how you want to export the report.
   • There are several options here; including which format to download the report in, which columns to include, how to sort the report, and many others. In most scenarios, the default options will include any desirable records and details.
      
5. Click the Download button beneath the configuration options.

A file of the selected format will download to your computer. Open it to view the assessment details.

Exporting from the main dashboard

Caution: Electronic data containing PHI is subject to strict regulation and protocols to protect consumers’ identity rights. Please use caution and ensure you are able to follow all protocols before exporting PHI. You are solely responsible for any breaches or damages incurred from mishandled PHI after downloading from HealthAdvisor.
Please visit HHS.gov for more information on PHI regulation and safety.

1. Select an assessment from the dropdown to export.
   • The list includes all of the assessments  you’ve licensed from WebMD Ignite.
      
2. Select a Start Date and End Date for the timeframe you want to capture.
   • A report can include results as recent as the day before. You can also click one of the Presets — Last 7 days, Last 30 days, Last 90 days, Year to date — and those dates will auto-populate.
      
3. Select the risk score categories to include.
   • All scores are selected by default. You can uncheck any you’d like to exclude.
      
4. Add a Report Title (optional).
    
5. Click Create Report.
   • Note that the button will be disabled until you’ve selected an assessment, date range, and at least one risk score.
   • A report will begin generating under the Download a CSV section of the page. Please allow a few minutes for the report to finish.
      
6. When the report is ready, a Download CSV button will appear in line with the Report Name. Click that button.

A CSV file containing all selected data will download to your computer.