- Log in to Accuro and Navigate to Reporting:
From the main menu, select the "Reports" section.
- Create a New Query or Use an Existing One:
Go to "Query Builder" and create a new query or use an existing one that filters for rostered patients.
- Specify Required Fields:
In the query setup, include fields for:
- First Name
- Surname
- DOB
- Email Address
- Health Number
Ensure the DOB format aligns with your intended CSV structure (dd-mm-yyyy).
4. Run the Query:
Execute the query to generate the list of rostered patients matching your criteria.
5. Export to CSV:
-Once the list is displayed, select the option to export or save the report.
-Choose CSV as the file format during the export process.
-Save the file to your desired location.
6. Verify and Edit the CSV:
-Open the CSV file in Excel or another editor to verify the data and ensure formatting matches any specific requirements (e.g., exact column titles).
-Double-check for any inactive or deceased patients.
It’s highly recommended that the office thoroughly audits the file before uploading to ensure all active patients are included and the data adheres to the formatting rules.
For additional guidance, consult Accuro’s support resources to tailor the query based on your specific needs.