- Log into Oscar EMR:
Navigate to your dashboard.
- Create a Custom Report (RBT):
Access the "Reports" section and select "Report by Templates (RBT)".
Use or create a custom SQL query to extract relevant patient data. A basic query might include patient first name, last name, DOB, email, and roster status from the demographic table.
SELECT first name, last name, date of birth (mm-dd-yyyy format), health number, email, roster status
FROM demographic
WHERE roster_status = 'RO'
ORDER BY last_name, first_name;
Save the report template with a descriptive name.
- Run the Report:
Open the saved RBT, and run it to generate the list of rostered patients.
Ensure all required fields (DOB and email) are included.
- Export the Data:
Click on the “Export” option and choose CSV format.
Save the file to your computer.
- Validate the Data:
Open the CSV file in a spreadsheet tool (e.g., Excel) to ensure it contains the correct information. Check formatting, particularly the DOB field.
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.
Oscar's flexibility with RBT queries allows you to tailor the output to your needs, ensuring that only rostered patients with complete records are included. For further customization or technical issues, consulting Oscar's support documentation may be beneficial.