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How do I extract patient data from my SOAPware EHR?

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

  1. Go to Custom Patient Report

  2. In Scheduling Info enter the 18-month period in Appointment Date

  3. Click on the Unique Patients Only checkbox at bottom of page

  4. Export to XLS

  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.

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  • Jan 28 2020
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