MX Ideas and Knowledge Base

You can extract patient information directly from your Practice Fusion electronic health record (EHR) system in order to receive notifications for these patients in MX Notify. To extract patient data from your Practice Fusion EHR, follow these steps:

1) Once you login, click the Reports link on the bottom left side of the screen.

2) Click on Patient List Report.

Note: Do not use Patient List Report NEW because this does not include all patient demographics.

3) Choose Age as the criteria from the drop-down menu.

4) Set the Age to >=0.

5) Click Run Report.

6) Click Export CSV.

Note: If you change the file name when saving, be sure to add .CSV to the end of the file name.

7) Locate the file on your computer and 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.