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Note: While you can add Export Presets from the References Ability, we strongly recommend that you use this Reference category to EDIT an existing preset. Creating a preset on the fly is usually preferred, as not all List items will apply to each report. By performing this action on the fly, you are guaranteed to be presented options that will apply to that specific report.
From there you can open the List Window and apply that freshly created Export Preset to a List. You'll need to make sure you have the List available. To generate a List from a Report, navigate to the Reports Ability, select a Report which you would like to run that captures the list of patients you wish to pull more data from, and click the "Make List" button once you have generated that Report.
Below is a list of all the available preset options available.
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This list below still needs to be built properly. Many of the fields are self-explanatory, while others are not really intended to be used for data export purposes. There is no harm in testing these when exporting your spreadsheet, but you will want to verify the results of your export. |
Patient List
Person
Salute
Suffix
Last
First
Middle
Nickname
Maiden
Ssn
Medicare Exp Date
Address
Pop Sex: Patient > Sex Menu. This results in a "Gender" column where the listed number reflects the selected menu option. 0 for Male, 1 for Female, 2 for Unknown.
Pop Phone 1, 2, or 3: Patient > First, Second, or Third Phone Menu option in Patients. The listed number reflects the selected menu option. 0 for Home Phone, 1 for Work Phone, 2 for Mobile Phone, 3 for Other Phone.
Phone 1, 2, or 3: Patient > First, Second, or Third Phone Field
Phone 1, 2, or 3 Ext: Patient > First, Second, or Third Phone Extension Field
Email
Employer 1, 2, or 3: The Employer as listed in Primary / Secondary > Employers, where the number corresponds to the order of the Employer record within the Employers table.
Employer 1, 2, or 3 Phone: The Employer Phone as listed in Primary / Secondary > Employers > Phone, where the number corresponds to the order of the Employer record within the Employers table.
Employer 1, 2, or 3 Ext: The Employer Extension as listed in Primary / Secondary > Employers > Extension, where the number corresponds to the order of the Employer record within the Employers table.
Employer 1, 2, or 3 Group: The Employer Group as listed in Primary / Secondary > Employers > Group, where the number corresponds to the order of the Employer record within the Employers table.
Flag Signature On File
Flag Release Of Info
Pop Native Language
Birthtime
Birth Order
Birth State
Birth Facility
Cause of Death Umls
Flag Consents Data Release
Deathtime
Age For Person
Age For Person Year Only
First Space Last For Person
Formatted Sex For Person
Formatted Sex For Person Lowercase
Blank Space
Account
Primary Person / Secondary Person: Contains the same fields as in the Person category
Send Statements
Financial Status
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