Knowledgebase: How To
How do I create a list in Excel of Appointments so I can call Patients?
Posted by Ed Moffatt on 11 July 2013 12:14 PM

How do I create a list in Excel of Appointments so I can call Patients?

  • In Appointment Scheduler
  • Open Appointment Reminders
  • At the bottom of the window you will see “File Output (Delimit Only)”
  • Notice that in this example there is a path
  • C:\Reminders\reminders.txt
  • This path must be existing. This you cannot just type it in the blank space to make this work
  • So go to the Location of your choosing and create a file
  • By Default the new file will be created as a .txt file
  • Later on we will re-name it to a  “.csv” file
  • In this case C:\Reminders\reminders.txt but it could be anywhere.

Reminders output

  •  After the location has been decided upon
  • Select Search
  • You will get a “Patients Found” Window
  • Select Next

 Patients found

  • At the bottom of the following page select the “Comma Delimited Output file
  • Select “Finish”

 Comma Delimited Output

  • You will get a list of the patients
  • Cancel
  • If you go to the location where you saved the file
  • C:\Reminders\reminders.txt
  • Notice this is not a very friendly looking file

 RAW File

  • Now let’s make it easier to work with
  • Back in Appointment Reminders Criteria
  • At the bottom of the window you will see “File Output (Delimit Only)”
  • Change the extension on the file from reminders.txt to reminders.csv
  • Do the process again
    • The next time you run the reminders it will default to .csv and will stay that way

 Output to CSV

  • This will allow the file to be opened by Excel
  • We assume you have a working knowledge of Excel

Reminders in Excel

 

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