Exporting Demographic Data

Export patients' demographic data from Clinical if required.

Procedure

  1. Locate and double-click the MedicalDirector Maintenance icon on your desktop.
  2. In the MedicalDirector Maintenance window, select Database Tasks > Common.
  3. Double-click Import / Export.
  4. (Optional) If this is the first time you have tried to access Import/Export during this session of working in MedicalDirector Maintenance, you will be prompted to select a Configuration, and enter your Username and Password.
  5. In the Import/Export Wizard, click Next to continue.
  6. Select Export and click Next to continue.
  7. In the Data Type window, select Demographic and click Next to continue.
  8. In the Format window, you can add your own file formats or edit existing ones. To add or edit a file format, select the file to edit and click Add or Modify.

    To delete a file format, select the file to delete and click Delete.
  9. (Optional) When adding or modifying the file format, the Format window is displayed.
    • Name - Enter a name for the file format.
    • Format - Select a format style, such as Comma Separated or Tab Delimited.
    • File NameEnter a name for the file. Notice that you must include a three-character file extension.
    • Fields - Select which information you want to export.
    • Use the up arrow or down arrow to control the file format as appropriate.
    • Click Length of Fields to manually configure the length of each field to be exported.

      • Click and drag the blue field divider lines to resize the field width to suit your needs.
      • To select a file that you already have access to for use as a template for the format you are creating,click Ellipsis. The area marked in red indicates the amount that particular field has been resized.
  10. Click OK when you are satisfied with the results.
  11. Click OK on the Format window to save the format.
  12. In the Select Patients window, in the Search field, enter a search criteria for the file format.

    Either:
    • Click Select All to select all available names and categories. The Export File window is displayed.
    • Click Select None to clear names and categories.
  13. Click Next to continue.
  14. In the Export File window, accept or change the file name using the Ellipsis and click Next to continue.
  15. The Exporting Data process begins. You will be notified upon completion.
  16. Click Finish to exit the export wizard.

Results

Demographics are exported to the location with the filename and format you selected.