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:
Click Reports in the Menu Bar
Click Patient Listings
Click Demographics Listing
New window should open
Click Export to and Select Excel
Click Generate
Save file at location
Run the Report a second time
Click Export to and Select CSV
Click Generate
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.
Note: Process should be run under the 'Practice Management (PM)' mode
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