You can extract patient information directly from your Practice Partner electronic health record (EHR) system in order to receive notifications for these patients in MX Notify. To extract patient data from your Practice Partner EHR system, follow these steps:
Click Data Export
Select All Patients
Set the Range for Patient Data
Change Data Source: to Full Patient Demographics
Check off "Include Patient Age and Gender"
Change the "Field Separator:" to the pipe character (shift + back slash)
Change the format of the Date to mm/dd/yyyy
Choose a location where the file will be exported
Locate the file on your computer and open it
Save the completed report as a .CSV file
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.