How to Export Patient Demographics/.CSV File – CoAction Software, Inc.

There are 2 ways to export patient demographics to a .CSV File

First Option: Via Rolodex (Preferred Method)

This option will generate a report with the following data: Internal ID, Last Name, First Name, Middle Name, Nickname, Address, City, State, Zip, Age, Birthday, Age, Email, Home Phone, Work Phone, Cell, Account Number, New Patient Date, Assigned Provider, Person Status and Patient Type.

**You can Generate a List of ALL Patients and Specific Patients. The Files are saved the same way, however when selecting a list for Specific Patients, there are a few more Steps.

To Generate ALL Patients on this CSV:

Go to your Patient Rolodex

Make sure your Rolodex is currently displaying everything you would like to export. If you need to make changes, do so before you export as the CSV file will display the exact info and layout saved.

Right-click an open area of ANY column header > Select Export to Excel.

To Generate SPECIFIC Patients on this CSV:

Hit the Funnel Icon in the First Name or Last Name Column

Uncheck the Select All Box

Check the boxes for Patient Names you want to Include and hit OK

When the list of Specific patients you have chosen are displayed, Right Click any Column Header and Select Export to Excel

When the "Save As" file window displays, Name your File and Hit Save.

Once you hit Save, it will be saved to your PC in .Xlsx (Excel) Format.

If you would like to convert the file to .CSV format, you will open the file from its saved location on your PC and select "File" at the top left.

Select "Save As"

Select the Dropdown Arrow to change the Format of the File FROM Excel Workbook(*.xlsx) and Select CSV (Comma Delimited)(*.csv)

Once the area is displaying the way it's needed, hit Save.

Click OK to Proceed

Close File and Re-Open to see in the new format

All set :)

Second Option: Via Patient List Report

Go To Reports > Patient List >CSV

This report is available, so a clinic can pull a report of their Patient Demographics. This is typically used if a client is moving to another software. This report will not display within your software once it is created because it will create an Excel document that will be saved to your desktop/files folder.

Select All your filters
Here you can select any Statuses in your List. To Choose more than one, simply Highlight all that apply.
Select the Assigned Provider Necessary or Check the box for "Check for all Providers"
Select CSV and Select Prospect, Lead and/or Patient by Checking/Unchecking the appropriate Box(s)
Click NEXT
This will take you to a SAVE AS screen, so you can select where you would like this CSV file to be saved. Be sure to change the "Save as type:" to csv files(*.csv)
Click SAVE
You can find your CSV file where you saved it

The CSV file will include Demographics Only Internal ID, First Name, Last Name, Address, Home Phone, Work Phone, Email, Birthday, Age, Account Number(if utilized in clinic),NP Date, Patient type and Status