Provided are steps to help locate the Export feature in DentalWriter Plus +
Some of the common reasons why the export function can be beneficial are things such as a contact/patient export to develop for mailing lists, to determine which insurances your office is seeing and unlimited amounts of programing and formulas for your data. These are just a few examples of the strength of Export.
List of current data types to export
- Export Patients
- Export Providers
- Export Appointments
- Export Contacts
- Export MBS (Medical Billing Service) requests.
- Export Medical Claims
Steps to export data
Form the left side navigation bar, select and use drop down bar under Reporting then Exports button.
Next, enter a date range/value. In doing so it will activate the data set to export.
Once a data set has been selected you will immediately see a pop up message that the report has been e-mailed.
The data set will be e-mailed to person currently requesting the reports to their e-mail inbox.
The file will come as a CSV/Microsoft Excel Workbook.