NextGen Knowledge Center

Export Patient Information

You can export patient information using Export.

You can extract patient demographic details, risk level, portal enrollment status, and future appointment details using Export.

  1. From NextGen Care® Population Management Hub, run a report from the Cohorts tab, or run a list from the My Lists tab, or filter the patients from the Appointment Book tab.

    The patient list appears in the patient grid.

  2. In the patient grid, select the check box next to the patient's name.
  3. To export data, select one of the following format from the Export list.
    • Excel Workbook
    • HTML
    • XML Data
    • CSV (Comma delimited)
    • PDF
    • Care Opportunities
    The Save As window opens.
  4. Enter the filename.
  5. Select Save.

    The patient information is exported in the format that you have selected in the Export list.