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These methods are used to extract information from the entire database.
Reports
You can access these reports by navigating to the Reports Ability. The bolded names are the nodes the reports reside in. For example, to access the Patients Report, I would navigate to the Reports Ability, and expand the "Marketing" Node.
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For these reports you also have the option to export the report. The reports can be exported as a .txt file or as an Excel file (.xls).
You can also make a list of all of the report's results by clicking the "Make List" button (visible in the above screenshot). If you choose to use the "Make List" button, you can then export that list from the drawer. From there, you can include additional information in the exported file by using Export Presets.
For more assistance on how to use Export Presets, you can either call MacPractice Support, or refer to the Creating a New Export Preset article.
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Managers/Statements
You can set the filters in the Managers Abilty > Statements Manager so that all patients will receive a statement. You can use the "Print All Transactions" option in the Dates tab to capture all transactions on patient statements. This does require that all accounts have "Send Monthly Statement" set in their "Monthly Statement Options" in the Patient Ability > Account Tab set.
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If you have several accounts with a different Monthly Statement Option set, you can use the "Update Account Statement Status" Database Utility on the Server Computer, also within the Managers Ability, to set all accounts to the desired option.
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You must create a backup and ensure that all other users are logged off before running any Database Utility! |
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Attachments/Images
There is no mass-exporting of Attachments/Images. The best solution is to manually select each attachment, then you can right click the the preview and choose "Save As...". You can then choose where you would like to save the attachment.
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DR Images
In the DR Ability, you can export a visit's worth of images by right clicking on the visit in question, then selecting "Export all Visit Images".
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EDR/EMR Narratives
To gather your EDR or EMR Narratives, you can run the "Export EMR Narrative PDFs" Database Utility in the Managers Ability. This can only be run on the Server Computer.
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| Note |
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You must create a backup and ensure that all other users are logged off before running any Database Utility! |
Notes
You can export all of your Notes by navigating to the File Menu > Export, and clicking "Export Notes as PDFs".
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This option will generate PDFs for each patient note, labeled with the patient name and file description.
Additional Information
The majority of our Reports can be run on a per-provider basis, and exported as well into .txt or .xls formats.