Exporting Patient List Searches
Patient List searches can be imported into EXACT, enabling you to create a search in one practice and then import it into another practice to perform the same search.
Exporting Searches
- Navigate to Administration - Patient Lists - Create New List.
- Select the Existing Searches tab.
- Select the search to be exported.
- Then click the Export option at the bottom of the window.
- Enter a name for the CSV file.
- The file name defaults to QUERYTEMPLATE.CSV, but can be overwritten with a name of your choice.
💡Tip: Take note of the save location on your computer before saving to help you locate the file.
- The file name defaults to QUERYTEMPLATE.CSV, but can be overwritten with a name of your choice.
- Click the Save button.
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