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How to Export Patient Data from Crystal PM

Updated over 4 years ago

To export Patient Data from Crystal PM, complete the following steps.

  1. First, click Reports, and in the Report Type dropdown menu, select Correspondence Report.

2. Then, click the Billing/Schedule/Misc button

3. Next, uncheck the Last Invoice box, and change the Start date ((to what?))

4. Click Generate Report.

5. Finally, click Save Data File.

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