How do I export a CSV file from Best Practice for Communicate? Follow

If you are using our Communicate feature and are unaware of how to export a list of patient mobile numbers from Best Practice, we've created a helpful article that will show you how!

Step 1:

In Best Practice, navigate to the Utilities section and select 'Search'.

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From here, you will see a window titled ‘Database search’ with a prefilled SQL query that will extract a list of your active patients and their details:

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Step 2: 

You can run this query as so to export or if you’d like to send a Communicate message for a specific subset of your patients, such as men over 50 or children under 16, you can click the ‘Demographics’ button to define your requirements and narrow down the list of patients accordingly. 

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Once you’ve defined your additional requirements in the demographics menu, the SQL query will automatically be updated accordingly. Click on ‘Run query’ to see the list of patients.

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Step 3:

Once you’re happy with the list of patients, simply click the save icon (floppy disc) at the top to export the list to a CSV file. 

Please Note: The save feature defaults to XML file, so you will need to change it to CSV file before saving. 

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Once you’ve saved the CSV file to your computerplease check before uploading the CSV file to Communicate that only the mobile number column remains.

Communicate will not be able to translate any other information such as patient name. This can be done in Excel or similar programs by deleting all other columns containing information other than mobile numbers. 

 

If you have any further questions regarding this process, please contact Best Practice for support or reach our friendly Customer Support Team via phone, chat or email support@healthengine.com.au

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