Follow the below to export client details from Practice Management, into a CSV format Excel file using the mail merge function.
A Microsoft word mail merge document will need to be created in Practice Management.
Open Practice Management and click on the Mail Merge icon in the top toolbar.
From the Mail Merge window, leave the drop down selection as client details only and click New.
3. The Enter Template Name pop up menu will open, type the name for your mail merge document in the Enter the name of the new template box and click OK.
4. A blank Microsoft Word document will open with the name you set in Step 3.
5. Click on Mailings from top ribbon. The options for creating a Mail Merge document are located here.
6. Click the Insert Merge Field button to access the list of available merge fields from Practice Management.
NOTE: the Insert Merge field button is split into two sections.
Clicking the top section will display a pop up window allowing you to insert several fields at once.
Clicking the bottom section will display a list of fields allowing you to select one at a time.
Top Section
Bottom Section
7. Select the fields you wish to export from Practice Management, inserting a comma in between each merge field.
8. Click the Rules drop down button from the toolbar, and select Next Record.
9. Highlight the entire section of tags, right click and copy it so that it fills one entire page in Word.
10. Save the mail merge document and close Microsoft Word.
11. From Practice Management Mail Merge, select the newly created report and select your options. Click the Perform Mail Merge button. Microsoft Word will open with the mail merge document showing the exported data.
12. Save the file by selecting Save as and then Other Formats.
13. From the Save as type: drop down menu, select Plain Text (*.txt). Click Save.
Click OK on the next window pop up window without making any changes. Click Close.
14. Open any document in Microsoft Excel, Change the file type to All Files (*.*) and select the document you saved in the previous step.
15. You will then be presented with 3 options screen. On the first screen, make no changes, and click Next.
On the second screen, select Comma as the delimiter.
On the third screen, make no changes and click Finish.
16. The exported information should now show in Excel, separated into columns.