Export : Overview

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When running export documents it is best to run these reports after regular business hours due to the amount of data the files are retrieving.  The reports will run much faster.

 

Go to Settings, Reports, Export section to perform the Appointments, Charts, Patients, Prescriptions exports.

 

Chart Export: Go to Reports, Export section, Charts.  We suggest exporting 1000 records at a time if you have a lot of data.  The export is HL7 compliant XML . 

Patient Email Address Report:

Use the "Patient" export report in excel to create a list of Patient email addresses.

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In addition to the Import section, you can also export clinic data.  Below are the reports we recommend you use.  These reports will export in excel.


1) Billing information: Go to Reports, under the Sales section use the Comprehensive Sales Report, Excel, Detailed format.  Depending on how much data you have we suggest doing the reports in sections in 6-month time frames.

 

juovnno_comprehensive_sales_option.JPG

 
 
2) Payments: Go to Reports, Payments & Adjustments section. 
Use the Payments Received and Payments Pending reports and create them in Excel.
Depending on how much data you have we suggest doing the reports in sections in 6-month time frames.
 
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