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How do I extract patient data from my Practice Partner EHR?

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:

  1. Click Reports

    1. Click Data Export

    2. Select All Patients

    3. Set the Range for Patient Data

    4. Click OK

  2. Change Data Source: to Full Patient Demographics

    1. Check off "Include Patient Age and Gender"

    2. Click OK

  3. Change the "Field Separator:" to the pipe character (shift + back slash)

    1. Change the format of the Date to mm/dd/yyyy

    2. Click OK

  4. Click Browse...

    1. Choose a location where the file will be exported

    2. Click OK

  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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