You can extract patient information from your Visionary Office electronic health record (EHR) in order to receive notifications for these patients in MX Notify. To extract patient data from the Visionary Office EHR system, follow these steps:
Click Database Utilities at the top
Click View Records
Click on drop down menu at the top
Click Patient Master list
Click Export
Status bar should appear at the bottom on report's completion progress
Excel spreadsheet will automatically open when the report is completed
Save spreadsheet as a .CSV file to your computer desktop
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.