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 Post subject: Export demographics
PostPosted: Tue Oct 23, 2012 1:53 pm 
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Joined: Thu Apr 07, 2011 11:33 am
Posts: 8
Is there a way to export my patient list to an excel or csv document, to 1 row per patient?


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 Post subject: Re: Export demographics
PostPosted: Tue Oct 23, 2012 4:04 pm 
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Joined: Wed Apr 04, 2007 10:11 pm
Posts: 4002
Location: Springfield, MO
Yes, in Medisoft Advanced or higher, go to Lists -> Patients/Guarantors and Cases -> Right-Click on the Patient List -> Print Grid, then add the fields you want to export. Click OK -> Select Export Data to a CSV File -> Click Start.

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Walker Tek Solutions, LLC
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 Post subject: Re: Export demographics
PostPosted: Tue Oct 23, 2012 4:19 pm 
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Joined: Thu Apr 07, 2011 11:33 am
Posts: 8
Nothing is happening when I click on "Patient/Guarantors and Cases", the program doesn't respond. Any ideas?


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 Post subject: Re: Export demographics
PostPosted: Wed Oct 24, 2012 8:18 am 
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Joined: Wed Apr 04, 2007 10:11 pm
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Location: Springfield, MO
That should open the Patient List window. There is a program option in Medisoft to auto-open the Patient List on start-up. If that is the case, then the window is already open and you can start by Right-Clicking on the Patient List.


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 Post subject: Re: Export demographics
PostPosted: Wed Oct 24, 2012 11:42 am 
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Awesome! Worked great, thanks for your help!


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 Post subject: Re: Export demographics
PostPosted: Thu Mar 07, 2013 3:35 pm 
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Joined: Tue Oct 02, 2012 10:34 am
Posts: 98
I know this is an old post, but does this also export patient balances to a CSV. I need a CSV file to import patient balances into our clients software. It uses their demographics to match up patients so I also need the demographics.


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 Post subject: Re: Export demographics
PostPosted: Thu Mar 07, 2013 9:41 pm 
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Joined: Tue Oct 02, 2012 10:34 am
Posts: 98
Ok I figured out how to export the file and also upload into my providers system..but one huge glitch....they will only except it if the Gender/sex field is indicated with a "F" or "m" and medisoft spells out the entire word "male" "female"...it is very counter productive to have to go into the file and retype every gender to the intial , hopefully there is a way to make medisoft do this or a really fast way to edit it in excel.


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 Post subject: Re: Export demographics
PostPosted: Thu Mar 07, 2013 10:46 pm 
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Joined: Wed Apr 04, 2007 10:11 pm
Posts: 4002
Location: Springfield, MO
I guess you found the Patient Reference Balance and Patient Remainder Balance fields? You will want to go into file maintenance and do all the recalc balances options before doing the export. Medisoft is notorious for leaving these fields calculated wrong in the database.

There are several ways to go about doing what you want to do. You could write a formula in Excel to convert Male to M and Female to F.


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 Post subject: Re: Export demographics
PostPosted: Sun Mar 10, 2013 2:22 am 
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Joined: Tue Oct 02, 2012 10:34 am
Posts: 98
Figured it out...thanks!


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 Post subject: Re: Export demographics
PostPosted: Fri Jan 12, 2018 10:15 am 
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Joined: Thu Nov 02, 2017 8:22 am
Posts: 4
Is there a way to have only recent patients printed? instead of a whole list?


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 Post subject: Re: Export demographics
PostPosted: Fri Jan 12, 2018 8:29 pm 
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Joined: Wed Apr 04, 2007 10:11 pm
Posts: 4002
Location: Springfield, MO
You'll probably need something custom for that. Maybe based on last service date.


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 Post subject: Re: Export demographics
PostPosted: Tue Jan 16, 2018 10:09 am 
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Joined: Thu Nov 02, 2017 8:22 am
Posts: 4
Do you know how to customize a list by any chance ?


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