- Click into the Reports section, then choose Reference Codes Listing, then Patient Report.
- A new pop up window will appear. In the bottom left hand corner of this window, under Report Type, choose Detail.
- Click Accept. The data will appear on the screen for you, and you can then click the File menu at the top of the screen, and choose Save Rows As. Save this file as a CSV with Headers on 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?