To export your patient demographics to an Excel File from the EHR:

Step 1

Navigate to the Reports section.

Step 2

Click Patient Lists.

Step 3

Select Start a new query to choose one of the query options from the drop-down menu.

Step 4

To create a demographic list of all active patients within your EHR, we recommend running a query by age (i.e. >0, age range 0-100). You may add additional queries to further narrow your results. For detailed instructions, please see: How do I use the Patient Lists report?

Step 5

Click Run Report.

Step 6

Once you’ve finalized your report, export your results by clicking Export CSV. (Note: If you change the file name when saving, be sure to add .CSV to the end of the file name.)

Step 7

Once you have exported the report to Excel, you can format and sort the file as necessary.

Exported files will include the following information:

• Patient name
• ID number
• Sex
• DOB
• Age
• Address
• Most recent visit date
• Preferred contact method
• Home/mobile/office phone number
• Email address
• Active/Inactive status
• Ethnicity
• Race
• Preferred language
• Smoking status