MX Ideas and Knowledge Base

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

1. Click Reports

   1. Select Reference Codes Listing

   2. Select Patient Report

2. New window should open

   1. Bottom left corner select Detail (under Report Type)

3. Click Accept

4. Report should appear

   1. Click Send to File at the bottom

   2. Select Excel option in drop down menu

5. Locate the file on your computer and open it

6. Save the completed report as a .CSV file

7. Locate the new file and verify its 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.