Knowledgebase: General
How to Export Patient Data from MVE
Posted by Claude Arnaud Lavaud on 04 Dec 2014 03:22 PM

Patient information can be exported to the following file types:

CSV, XLS, HTM, TXT, XSL, and PDF

The file type CSV is Recommended. It will provide additional patient information not visible on the Search grid.

The steps below will walk you through exporting your patient records.

 

Patient Information

  1. Access the Letters Module from (File > Letters)
  2. Select a letter of type “Patient” from the Letters tab
  3. From the Search tab, make the following changes:
    1. Clear the Location: field if available
    2. Select “All” for the Email, Bad Address:, Active, and Deceased: fields
    3. Uncheck the box labeled Exclude patients with scheduled appointments
  4. Click on the Search button at the top right to retrieve the records
  5. Click on the Save As… button once the search is complete
    1. Select the desired location to save the file to from the Save in: field
    2. Enter a desired name in the File Name: field
    3. Select “CSV” from the Save as type: dropdown
    4. Click on the Save button
    5. Uncheck the box labeled Send Mail in the search criteria section
      1. Repeat from Step 4 to retrieve the patients who declined to receive mail communication from the office
      2. Use a different file name in Step 5 – 2  to not overwrite the previous records already saved
  6. All patient records are now available in the location selected from Step 5 – 1

 

Calendar Appointments

  1. Access the Letters Module from (File > Letters)
  2. Select a letter of type “Calendar” from the Letters tab
  3. From the Search tab, make the following changes:
    1. Clear the Location: field if available 
    2. Uncheck the box labeled Show Canceled/Rescheduled/Preappoint
  4. Click on the Search button at the top right to retrieve the records
  5. Click on the Save As… button once the search is complete
    1. Select the desired location to save the file to from the Save in: field
    2. Enter a desired name in the File Name: field
    3. Select “CSV” from the Save as type: dropdown
    4. Click on the Save button
  6. All calendar appointments are now available in the location selected from Step 5 – 1


 

Orders

  1. Access the Letters Module from (File > Letters)
  2. Select a letter of type “Order” from the Letters tab
  3. From the Search tab, make the following changes:
    1. Clear the Location: field if available 
    2. Select “All” for the Active, and Bad Address: fields
  4. Click on the Search button at the top right to retrieve the records
  5. Click on the Save As… button once the search is complete
    1. Select the desired location to save the file to from the Save in: field
    2. Enter a desired name in the File Name: field
    3. Select “CSV” from the Save as type: dropdown
    4. Click on the Save button
    5. Uncheck the box labeled Send Mail in the search criteria section
      1. Repeat from Step 4 to retrieve the patients who declined to receive mail communication from the office
      2. Use a different file name in Step 5 – 2  to not overwrite the previous records already saved
  6. All order records are now available in the location selected from Step 5 – 1

 

Prescriptions

  1. Access the Letters Module from (File > Letters)
  2. Select a letter of type “Prescription” from the Letters tab
  3. From the Search tab, make the following changes:
    1. Clear the Location: field if available 
    2. Check the box labeled Inc expiry RX if new RX exists
    3. Select “All” for the Active, and Bad Address: fields
    4. Uncheck the box labeled Exclude patients with scheduled appointments
  4. Click on the Search button at the top right to retrieve the records
  5. Click on the Save As… button once the search is complete
    1. Select the desired location to save the file to from the Save in: field
    2. Enter a desired name in the File Name: field
    3. Select “CSV” from the Save as type: dropdown
    4. Click on the Save button
    5. Uncheck the box labeled Send Mail in the search criteria section
      1. Repeat from Step 4 to retrieve the patients who declined to receive mail communication from the office
      2. Use a different file name in Step 5 – 2  to not overwrite the previous records already saved
  6. All prescription records are now available in the location selected from Step 5 – 1

 

 Exams

  1. Access the Letters Module from (File > Letters)
  2. Select a letter of type “Exam” from the Letters tab
  3. From the Search tab, make the following changes:
    1. Clear the Location: field if available 
  4. Click on the Search button at the top right to retrieve the records
  5. Click on the Save As… button once the search is complete
    1. Select the desired location to save the file to from the Save in: field
    2. Enter a desired name in the File Name: field
    3. Select “CSV” from the Save as type: dropdown
    4. Click on the Save button
  6. All exam records are now available in the location selected from Step 5 – 1

 

Exams Details

  1. Access the Letters Module from (File > Letters)
  2. From the Letters tab
    1. create a new letter of type “Exam”
    2. Insert the merge field titled “Exam_All” in the letter and click on Save
  3. From the Search tab, make the following changes:
    1. Clear the Location: field if available
  4. Click on the Search button at the top right to retrieve the records
  5. Click on the Letter Detail tab once the search is complete
    1. Click on the Save to PDF icon at the top right hand side of the screen
      1. Select the desired location to save the file to from the Save in: field
      2. Enter a desired name in the File Name: field
        1. Note that the file name will be appended with “-” + increments of 1 to differentiate each exam letter
    2. Click on the Save button
  6. All exam records are now available in the location selected from Step 5 – 1 – 1

 

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