Exporting a Report Excerpt

Before you begin

Procedure

  1. Select Reporting and then select the report you want to export an excerpt of . In our example, we have chosen the nKPIs report.

    The report opens.
  2. Indicate which excerpt of data you want to export, by clicking the associated button. For example, if you want to export patients who fall into the category of "Patients not recorded as ATSI and Gender recorded but not age recorded", locate and click on the corresponding button, as indicated below.

    The MedicalDirector Insights Patient Export window appears, displaying the list of patient names.
  3. To export this list of patients, click either:
    • Excel to MS Excel (.xlsx) format.
    • HTML to export in HTML format.
    • CSV to export in CSV (comma-separated values).
    • TSV to export in TSV ( tab-separated values).
    • Add Recall Alternatively, you can generate a Recall notification for these patients.
  4. You will be prompted to save the file. The file name will specify the collection date, along with the date on which the export was made, for example "collection20160116 exported on 20160203.html".
  5. Save the file. You will be returned to the MedicalDirector Insights Patient Export window.
  6. Click OK to exit the MedicalDirector Insights Patient Export window. This concludes the steps necessary for exporting a report excerpt.