|*Note: These instructions were created using information gathered from the vendor and its publicly available resources. This information may differ from the exact exportation process. If you experience any difficulties exporting your data, please contact the vendor directly.|
How To Export Patients from DrChrono
Go to the Menu and select the Patient tab.
Then select the patient list from the drop-down menu. Located in the top-right corner you will then see an ‘Export (CSV)’ button that you will need to click on.
The file will download to your local computer and can be found in Downloads.
How To Export Billing Data from DrChrono
Billing data is exported as a PDF and will need to be converted to a CSV file for import.
Multiple exports will need to be completed for the number of appointments listed as the system only exports 50 appointments at a time.
Go to the Billing drop-down and click on Live Claim Feed. Enter the selected search filters to adjust the report.
Forms will be generated in your DrChrono message centre. Choose Export File, on the left of the Print button, it will export claims into a (CSV) file. This will not export line items that are seen on a form.
How To Export additional DrChrono Files
Click Clinical tab, then the reporting section. Lastly, click on meaningful use of reports.
Adjust the data you wish to run, and click calculate all. A report will be generated. Click on export to download to your local computer.