MX Ideas and Knowledge Base

Under the "Reports" menu in the top bar, choose "Patient list"

Choose patients based on Last Seen (past 18 months)

Click generate list

Click "Download CSV", the exported list will include the following columns:

1. Patient Name: "First Name, Middle Name, Last Name"

2. Date of Birth

3. Gender

4. SSN

5. Address information

6. Phone Numbers

7. Email

8. Preferred Pharmacies

9. Preferred Contact Method

10. Primary Provider in the practice

11. Primary and Secondary Insurance Information

12. Race. Ethnicity, and Language

13. Any Demographic Notes

14. Last Appointment

15. Next Appointment