Once you have logged into Practice Mate, follow these steps:
- Click into the Manage Patients section (should be a tab at the top of the application)
- Select Reports from the drop down menu, then choose the Patient List Export in CSV formatting option.
- The system requires a range for the data, so enter in A to Z to run the report for all patients, then click the Go button. If there are too many patients for the report, you can try running multiple lists (example A to M and M to Z). Once the list appears, click the Export button, and then save the file to your computer's desktop.
Once you have the file saved, please feel free to submit this to us for processing. This is done directly through the EHR by selecting the Import Patients tile on your Practice Dashboard.
Please visit our tutorial on uploading patient demographics: How do I import my patients?