PATIENT MANAGEMENT PROGRAM
Exporting Reports
All reports can be exported to other programs. This includes exporting to Adobe, Excel, Word Processors, and
also formats of HTML and JPEG, to name a few. The uses of this feature are numerous; you can export financial
reports to your accountant, and edit documents.
Create the Report
Create the report in the normal manner. When you see the Report Destination option, click Export followed by
Run the Report.
An Export report to File window will appear asking you for a name and location for the document. Select the
location and type a name for the report. Click Save.
Make any changes and edits in the formatting screen and click OK. Your document will open in the associated
program for the specified file type.
Create E-mail Distribution List from PMP
Follow these instructions to create a distribution list pulled from PMP for use with your messaging program.
Go to the Utilities menu, Patient Export. Click Choose Criteria Using Query.
Checkmark Has Email at the bottom on the right (you will have to scroll to locate this option). Click
Accept.
Choose Select Fields. Checkmark Email address, uncheck Patient Number. Click Accept.
Choose Export to Comma Delimited. Choose a location for the file in the Save in: field and type a name in the
File name: field. Click Save.
On your desktop click Start, Programs, Accessories, Notepad. Click File, Open. Locate the file and click Open.
Go to the Edit menu and choose Replace. Insert " (quotation mark) into the field Find what and leave the
Replace with field blank. This will delete all the quotation marks.
Click the Edit menu and choose Select All. Click the File menu then Copy.
Now you can Paste the email addresses into a group (distribution) email. We are not able to detail these
instructions as there are many messaging programs but using Contacts or Addresses should help.
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Reports