How to Export Patient Demographic Data in DocVilla EHR

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How to Export Patient Demographic Data in DocVilla EHR

You can easily export patient demographic information from DocVilla EHR to generate reports or maintain offline records. The export process provides a detailed file containing all patient-related information.

Export By Patient Tab

  1. Go to the “Patient” tab at the top of your dashboard.

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  1. Click on the “Export” button.

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  1. An Excel file will automatically download, containing your patients data.

Information Included in the Export File

The exported Excel file will include the following details for each patient:

  • Personal Information:
    First Name, Last Name, Email, Birth Date, Age (yrs), Birth Gender, Birth Month

  • Address Details:
    Street, City, State, Postal Code

  • Contact Information:
    Mobile, Home Phone

  • Appointment & Encounter Information:
    Next Appointment, Total Encounters, Total Signed Encounters, Total Unsigned Encounters, Total Pending Encounters, Total Declined Encounters, Encounters with No Claims, Encounters with Payment Waived, Future Appointments

  • Financial Information:
    Balance Due ($), Total Paid ($), Total Billed - Payers ($), Payers Paid ($), Total Patient Responsibility ($)

  • Insurance Details:
    Primary Insurance, Secondary Insurance, Primary Insurance Number, Primary Insurance Group, Secondary Insurance Number, Secondary Insurance Group

  • Provider & Other Details:
    Primary Provider, Referring Provider, DPC Enrolled, Active DPC Subscription, Total Consent Forms Sent, Consent Forms Unsigned, Self-Pay, Tags

 

Export by Portability

You can also export patient data using the Portability option in DocVilla.

👉 Please refer to the following link for detailed steps: https://docvillasupport.atlassian.net/wiki/x/AQC4T

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