MX Ideas and Knowledge Base

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

1. Go to Reports and click the drop-down menu.

2. Choose the last option that says reports.

3. Select a report type in the drop-down menu which should be demographics.

4. Select report name in the drop-down menu which should be patient.

5. Click generate report.

6. Click reporting period in the drop-down menu and the last option is one year. Choose that.

7. Click generate report again.

8. Above the generated report, choose CSV file and it will ask if you want it in an Excel format. You can also click Excel instead of CSV but both should generate the report in Excel.

9. Locate the file 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.