You can extract patient information directly from your NextGen electronic health record (EHR) system in order to receive notifications for these patients in MX Notify. To extract patient data from your NextGen EHR system, follow these steps:
1) Click Reports on top menu bar.
Click Patient Chart Demographics.
Choose all needed patient fields using columns. (Click here and select MX Patient Panel if you'd like to confirm the fields included in the MX Patient Panel Template.)
2) Choose the date range using first the Filter Date and then the Custom Date (within the last 18 months).
3) Run your report.
Save the completed report to your computer’s desktop as a .CSV file.
4) Locate the file on your computer and open it to verify its contents and format are correct.
You will have now successfully extracted your patients information from your EHR system. To get notifications in real-time whenever these patients have encounters, please submit your patient panel list via the MX SFTP site.