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:
- Patient ID Number
- Patient First, Second, and Last Name
- Birth Date
- Phone Number
- Email address
- Active/Inactive Status
- Primary Insurance ID
- Primary Insurance
- Secondary Insurance ID
- Secondary Insurance
- Referred By
- Patient Type
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