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.


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



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



4. 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

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