CSV File

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KAYBILLING
Posts: 24
Joined: Mon Aug 24, 2015 5:02 pm

CSV File

Post by KAYBILLING » Mon Oct 07, 2019 7:46 am

Hello,
One of the practices I bill for needs a CSV file containing certain info, ie patient name, address, DOB, so it can be uploaded into another program (QuicDoc). I know how to create a report in the Report Designer, I'm not sure how I get one converted to a CSV file. Can you help?
Thanks,

Cindy Bryant-Baril
Bryant-Baril Billing Service

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Gavin Walker
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Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
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Re: CSV File

Post by Gavin Walker » Mon Oct 07, 2019 2:07 pm

Hi Cindy, if you go to the Patient List and right-click on the grid and select Print Grid, then there is an option to export that to a CSV. You can add and remove columns first and arrange the grid the way you want to to include what you want in the CSV file.
Gavin Walker
Walker Tek Solutions, LLC
866-890-6777
417-890-6777

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