MX Ideas and Knowledge Base

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

1. Click Reports in the top toolbar

2. Click Patients

   1. Click Patients Demographic Export

3. Click Customize

   1. Make sure "All Balances" is checked off

4. 1. Click OK

5. Click the Excel button at the bottom

   1. Save file to a location

6. Locate the file on your computer and open it

7. Save the completed report as a .CSV file

8. 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.