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How do I extract patient data from my Welford Chart EHR?

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

  1. Click Reports

    1. Click Generator

    2. Click Visits

    3. Choose what's in the report

  2. Click Search

    1. Click File

    2. Choose Comma Separated

    3. Choose Tab Separated

  3. Save the .CSV file to your computer desktop or somewhere you can find easily.

  4. 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.

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  • Jan 27 2020
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