Tag Archives: files & documents

Patient Demographic Export .CSV file

You can easily export Patient Demographics from ChiroPulse365. Here is one way:

  • Go into Report System, click Practice Management then 2. Patient Demographic Export (Tab Seperated).
  • Remove all filters (in box 3).
  • Click the print button. Now you will see a multi-column list in print preview window.
  • Instead of clicking the print icon, click the envelope icon to export.
  • In the Export window select “format” of “Separated Values CSV)” and set destination “disk file” then press OK. Press OK again. Press OK again (you don’t have to change any values there).
  • In the “Choose export file” window click Desktop or MyDocuments, or your ChiroPulse data folder PulseSQL (or a subfolder in there) and press SAVE. This saves the .CSV file to this folder.
  • You need Microsoft Excel (or another spreadsheet or compatible file) to open the file. In Excel you can massage the data columns as needed.
Alternately…. in the Export window select “Tab separated text” & save to “disk file” and save the .TTX file. This is a tab-separated text file that might be easier to work with. Open the file with Microsoft Excel (or spreadsheet of choice).
Don’t be hesitant to experiment with what export option works best for your office. Various versions of Windows have different built-in support for export & file types so the choices you see might slightly vary depending if you have Microsoft Office installed or if you are using Windows XP vs Windows 7 vs Windows 8.1 vs Windows 10.

Document & File Management System Overview

ChiroPulse365 now features a fully indexed document file-management system that links any computer file to your patient database. You simply view/find the computer file (document, audio, video, picture, PDF, etc.) then tag it by patient, description, date, & keywords as well as optionally link it to a treating doctor, referring doctor, claim and/or lawyer. This lets you instantly retrieve, view, edit or print the linked file from any computer in your office or network running ChiroPulse365 – including wireless netbooks!

When working with any patient (for example from  Patient Finder Tab) you will see a list of documents – such as MRI results, blood tests, faxes, word processor files – that were linked to this patient. Thus keeping your patient files totally organized & always at your fingertips!

Here is walk-through for this powerful new feature & tool for your office.

You can use the file viewer to quickly view many types of audio, video & data files directly from ChiroPulse365. In this example you are viewing the PATIENT-DATA folder and the (blurred for privacy) & highlighted PDF file is visible.

The file viewer has two modes or ways to be used. One to Browse & Tag images and the second to View Patient Images (that were already tagged). Use the top button bar to switch between Browse mode & Patient Image mode. In both modes the left panel shows a list of files/documents which can quicky be viewed in the large left space. When a patient is selected in Scheduler or Patient Finder, the document viewer opens to View Patient Images mode so you can quickly see all patient documents.

The picture above shows Browse mode where the left panel has buttons to navigate to a network folder or mapped drive as well as the folder tree view below where you can navigate the selected folder/drive/share.

Don’t let computers confuse you! Think of your computer & it’s data storage area(s) as a large file cabinet. This storage cabinet can have several drawers, which in computer terms are drives. Within each drive (drawers) there can be several folders. Within each folder there are documents (ie. files). A computer document is called a data “file” since it is readable by anyone on the computer. Note that some computer files are programs or hidden as part of Windows. Document files can come in various formats, each identified by a 3 or 4 digit extension. For example .DOC is a word document, whereas .PDF is an acrobat portable document file, whereas .JPG is a graphical image file. All of these are files/documents. Documents can be multiple pages if stored in formats such as Word Processor or better yet Acrobat PDF format. Pictures  are considered one-page documents.

View all files & external viewer options

show all file types & external viewer options

Use the folder tree-view and network drive box to first find the folder where the computer file is stored that you want to tag & import. Then simply click the file in the list directly below (blurred for privacy in this example) to immediately view the document. While viewing the file you want to import press the Import Document button. This brings up the Image tagger window so that you can identify the document & link it to a patient, claim, treating doctor & more!

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