- Click the Database Utilities option from the top toolbar, then select View Records.
- Using the drop down menu at the top of the window, select the PatientMaster list.
- Click Export
- A status bar will appear in the bottom of the report window. Please note that this process can take some time (about half an hour in some cases).
- Once the export has completed, it will open the Excel spreadsheet for you. Save this 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?