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

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