Purple Go Inc.

To export patient data from Office Mate in CSV format, complete the following steps:

Open the Reports &amp; Statements window.

Add a Patient List report: Click the Add button, then click the "+" next to Patient Demographics, then click Patient List. Finally, click the Select button)

Select the Patient List report from the Report Name list.

Click Open. The Custom Reports window will open.

Export the following fields to CSV: First Name, Last Name, DOB, Email, Phone, and Home Address

1. Open the Reports &amp; Statements window. 
2. Click the Custom tab.
3. Add a Patient List report: Click the Add button, then click the "+" next to Patient Demographics, then click Patient List. Finally, click the Select button)
4. Select the Patient List report from the Report Name list.
5. Click Open. The Custom Reports window will open.
6. Export the following fields to CSV: First Name, Last Name, DOB, Email, Phone, and Home Address

How to Export Patient Data from OfficeMate

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