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1. Click the Practice tab.
2. Expand the Administrative tab, and then click PHI Data Export Matrix.
3. Click the Map ROI/Consent Form with Interface button.
   
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4. Click the Map button. The Add ROI/Consent Form popup window opens.
   
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5. Select the date range during the consent and/or ROI forms are valid. PHI data will be exported via the mapped interface beyond the specified date range.
6. Select the interface through which you send the data.
7. Select the consent form and/or ROI form to map to the interface.
8. Select whether to send an email or DrCloudEHR Inbox message to notify the user who created the mapping a specified number of days before the forms will expire, based on the date range selected above. 
   
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9. Click Save.

Exclude PHI Data From Being Exported for Specific Patients

You can configure the system to prevent or exclude PHI data for specific patients from being exported via an a specific interface for specific users. You might prevent data export for the following reasons:

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1. Click the Practice tab.
2. Expand the Administrative tab, and then click PHI Data Export Matrix.
3. Click the Patient PHI Data Export Exclusion button.
   
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4. Click the Select Patients to be Excluded button.
5. Select the interface used to export data, and the patient or patients to exclude. 
   
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6. Click Save.