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Downloading From Positive Solutions

Instructions on how to download a patient report from Positive solutions

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Written by Gavin Johnston
Updated today

  • Navigate to the 'Setup' drop down box, select 'Patients' and then 'Advanced Search'

  • Click the 'Search' button to open the next window, and then select 'New'

  • If this is the first time you have used this function, a pop-up window will explain the outcomes of an advanced search. If you don't want to see this window again, tick the box and click 'Next'

  • This page gives you the option of targeting specific demographics. For this export, you will want to see ALL patients, so click 'Next'

  • The next page will allow you to search patients by specific allergies. Again, please click 'Next'

  • The next page will allow you to search patients by specific medications, but once more, click 'Next'

  • On the final window, you will need to tick the box in order to run the report straight away, then click 'Finish' to run the report

  • You will then see a list of your patients appear in the new window. Click on the top patient so that it is highlighted in blue (as show in the image), and then click CTRL + A

  • The whole patient list will be now highlighted. You will then need to click 'Action'

  • You will then see a pop up, where you will need to select 'Export Patients' to export the report and save as a CSV file.

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