how to generate a patient email list for print or export to excel file

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drfeilerdc
Posts: 1
Joined: Fri Jan 30, 2015 2:15 pm

how to generate a patient email list for print or export to excel file

Post by drfeilerdc » Fri Jan 30, 2015 2:31 pm

I am new to medisoft V19 and find this program a bit complicated.
I am wanting to be able to create an email list from my patient data base. To either print out or export into excel or another program so that I can use to send out current monthly news letters.

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Gavin Walker
Posts: 4625
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
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Re: how to generate a patient email list for print or export to excel file

Post by Gavin Walker » Fri Jan 30, 2015 4:47 pm

Hi, just go to Lists -> Patients/Guarantors and Cases and Right-Click on the grid on the left and select Print Grid. Add or Remove any fields you want/don't want. Be sure EMail is Added since you want that. Then Click OK -> Export Data to CSV -> Start.

Medisoft Advanced or Network Pro is required for this.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

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