HOW TO EXPORT PATIENT DEMOGRAPHICS

Exporting patient data into Excel can be especially helpful when working with large reports, conducting data analysis, or sharing information with your team in a more manageable format. Instead of reviewing lengthy PDF reports, you can easily convert the data into Excel for sorting, filtering, and faster navigation.

NOTE -  this process exports patient demorgaphics only, but this is PHI and need to be handled securely after downloading.  The data export does not include prescription transactions, allergies, diagnosis codes, other other clinical information for the patient.

This feature is useful in situations such as:

• Reviewing prescription history across all patients.

• Performing data audits or reconciliations.

• Preparing information for reporting or compliance needs.

Steps to Export Patient Data to Excel

1. Log in to ScriptSure

   • Go to app.scriptsure.com and sign in with your credentials.

2. Access the Export Option

   • From the Home Page, locate the ellipsis (…) menu.

3. Select Export

   • Click on Export All Patients from the dropdown menu.

4. Download the File

   • The system will generate an Excel file (.xlsx) containing the exported patient data.

   • Save the file to your device for further review or processing.