Exporting Data

Data can be exported from a variety of locations.

Exporting Grids

Any grid can be exported to Excel or a variety of other formats.  Right click a column header and select Export then the desired format.

 

Exporting PDF Files

All grids and all reports (from Print Preview mode) can be exported to PDF.  Cloud clients may need to contact EZClaim for assistance if the local desktop is unavailable due to Citrix-related issues. 

 

 

Most users can safely click OK to the default options on this window:

 

Exporting Large Datasets

Exporting Reports or exporting data to formatted file types can cause your computer to run out of memory because it cannot handle the large amounts of data.  To export extremely large datasets, use the ‘CSV File (Bulk Data)’ format.  It has been designed to handle large amounts of data without taxing your computer resources.

1.   Right click a grid column heading

2.   Select Export To >

3.   Select CSV File (Bulk Data)

Exporting Reports

All reports can be exported to a variety of formats from the Print Preview screen.  When previewing a report, click the arrow on the Export  icon and select the desired format. (See ‘Exporting PDF Files’ above if needed.)

HL7 Export

EZClaim can export patient data using HL7 2.3.1 ADT-A04 and ADT-A08 file formats.  See HL7 2.3.1 Export for more information on setting up the export system.