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How do I extract patient data from my Advanced MD EHR?

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

  1. Click Reports in the Menu Bar

  2. Click Patient Listings

    1. Click Demographics Listing

  3. New window should open

    1. Click Export to and Select Excel

    2. Click Generate

  4. Save file at location

  5. Run the Report a second time

    1. Click Export to and Select CSV

    2. Click Generate

  6. Locate the file on your computer and verify the 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.

  • Guest
  • Jan 27 2020
  • Published
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  • Guest commented
    28 Apr, 2021 06:54pm

    Note: Process should be run under the 'Practice Management (PM)' mode