Athenahealth
Cloud ambulatory EHR widely used by specialty practices
Export Steps
Sign in to Athenahealth
Open athenanet.athenahealth.com in a desktop browser. Practice administrator role is required for full demographic exports.
Open Report Builder
Click Reports → Report Builder. Choose "Patient Demographics" as the base. Add columns: First Name, Last Name, Cell Phone, Email, Last Encounter, Patient Status, Primary Insurance, Visit Count.
Configure Filters
Set Status = All, Department = All (multi-location), Date = All Time. Save the report definition for future re-runs.
Note:
Athena reports run synchronously against the production cluster. Schedule for off-hours for large practices.
Run and Export
Click "Run Report". Once data populates, click Export → CSV or Excel.
Tip:
Excel format preserves dates better; CSV keeps row count larger files.
Send via Secure Upload Link
Upload the file using the secure link your MedMasters account manager provided. Do not email the CSV file directly — patient contact data must be transmitted securely.
Note:
Never send patient data as a plain email attachment. Patient data sent over unencrypted email violates HIPAA. Use only the secure upload link provided by MedMasters.
Field Availability
Which MedMasters data fields are available in this EHR export.
Known Quirks
Report Builder has a learning curve — first export usually requires admin or athenahealth-rep guidance.
Multi-department: defaults to home department. Set Department = All explicitly.
Patient status codes are athenahealth-specific (a, i, d, prospect) — translate before sharing.
Pro Tips
Have your athenahealth admin save a "Reactivation Export" template once — staff re-runs are then one click.
Pair with the Encounters report to get visit reasons alongside demographics.
Got your export? Now what?
The Storage & Handoff Playbook covers verifying, securing, and using the data for compliance, migration, or analytics.