How to Download Patient Demographics

How to Download Patient Demographics

Use these guidelines to export your patient demographics to a CSV File from zHealthEHR.

1. Access your zHealth dashboard.

To search for all patients in your practice, click on the "
Search" icon on the top navigation bar.



2. You will see a list of all active and inactive patients at your practice.



3. Click on green button - "Download All Patients" - on the top right side of the screen. Save the file to your computer system.
Note: If you change the file name when saving, be sure to add .CSV to the end of the file name.


The exported file will include the following information:
  1. Patient ID Number
  2. MRN
  3. Patient First, Second, and Last Name
  4. Sex
  5. Birth Date
  6. Address
  7. Phone Number
  8. Email address
  9. Active/Inactive Status 
  10. Primary Insurance ID
  11. Primary Insurance
  12. Secondary Insurance ID
  13. Secondary Insurance
  14. Referred By
  15. Employer
  16. Patient Type

    • Related Articles

    • How to Find Patient Record

      There are two ways to search for a patient's record from the zHealth dashboard. 1. Watch Video Tutorial 2. Read Step-by-Step Instructions A. Click the "Search" icon to view all patients 1. On the top navigation bar, you will see a search box. Just ...
    • Patient Chart Overview

      The Patient Chart displays a summary of recently recorded visits, diagnosis, supplements recommended, past notes, contact details, insurance details, invoices, and much more. The Patient Chart also provides access to all the areas necessary for ...
    • How to Print a Single Patient's Demographic Information

      Sometimes, you need to print or keep a PDF file of a patient's demographic information for your own record purposes. You can do it easily in zHealth. The demographic information includes: Name of the patient Address of the patient Cell phone number ...
    • How to Add a Follow-up Task to a Patient Chart

      Sometimes, providers need to add a follow-up task to a patient chart. You can do that easily in zHealth. The follow-up task appears inside the patient chart or access the small flag button on the Home Page to view all follow-up tasks. Here's a quick ...
    • View All Past Notes of a Patient from Multiple Facilities and How to Print Them

      If your practice provides services in multiple locations, your patients might not always go to the same facility. If you have configured multiple locations in your zHealth account, you can view all past notes for a patient for all facilities along ...