Sneak Peek – Contact Details Export Update

Something that many Practices need is a way to export Clients contact information for mail-outs, marketing or a multitude of other reasons.  We’ve had a rudimentary export process available, however it has had it’s shortcomings.  The next version addresses some of those.

From the Reports > Contact Details Export option, users will now see the following screen:

• You can choose to export Addresses and/or Phone numbers and/or Email Addresses at the same time
• The screen lists all the Phone number types and Address types in your database and allows you to select which you want to export
• When you click OK, the information you have selected will be gathered and shown in a grid along with the users Inactive/Active status and their ‘Mailing List’ status.
• All Contact Details for each Client are shown in a single line across the page.
• This grid can be filtered and sorted and records grouped together before you export it to excel.  If you filter it, it will honour that filter when you export. i.e. you only get the records you want.

This same Export screen will also be available from the Client Analysis, Client Birthday and ‘Full Client List’ screens.  When used in conjunction with these other screens, the information exported will be relevant to the Clients currently shown on those screens. e.g. In Client Analysis, if you choose to show only Clients with a specific Medical Condition, the export will give you the contact information for just those Clients.

We think this is a great addition and adds more flexibility to myPractice and how it can be utilised within the business.

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