Downloading a CSV file of patients with scheduled appointments enables you to analyze patient demographics and trends, helping you to make informed decisions about resource allocation and service offerings. It can also be helpful to view upcoming appointments if your Pharmacy is limited on devices to access the MedMe system.
How to Download CSV of Patients with Appointments
Click on Appointments in the left navigation panel of your MedMe system
In the appointments section, use the dropdown menu to switch from Week View to List View
To refine the list of appointments, you can use the Filter option. You can filter by:
Appointment type
Appointment status
Mode of booking
Date range
Patient age range
Postal code
Next, select the checkboxes next to the appointments you wish to include in the CSV file
The Download CSV option will now appear for you to click on
A pop-up will appear to confirm the filters you've applied and the total number of patients that will be included in the CSV. Click Download to finalize the process
💡 Reminder: Always make sure to verify the filters and patient count in the pop-up window before proceeding to download the CSV file.
What You'll See in the Downloaded CSV File
Once you've successfully downloaded the CSV file, you'll find it contains the following columns, each providing essential data about the patient and their appointment:
patientId: Unique identification number for the patient
firstName: Patient's first name
lastName: Patient's last name
gender: Patient's gender
sex: Patient's biological sex
birthDate: Patient's date of birth
cellPhone: Patient's cell phone number
homePhone: Patient's home phone number
email: Patient's email address
appointmentType: Type of appointment scheduled (e.g., Consultation, Flu Shot, etc.)
startDate: Scheduled date of the appointment
startTime: Scheduled start time of the appointment
appointmentStatus: Current status of the appointment (e.g., Confirmed, No Show, Cancelled, etc.)
This detailed information enables you to gain insights into patient demographics, track appointments, and manage your services more effectively.
Please Note: Our system is designed to optimize performance and data management, which currently includes a filtering limit set to the past two years. This approach helps in maintaining system efficiency and speed, ensuring that you can access the most relevant and recent data quickly.
Have questions or looking to add new modules to the MedMe platform? Email care@medmehealth.com, or message via live chat!
Have an idea or feature request? Please share on the feature requests board.