inForm: Exporting Email from WinOMScs Software

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Instructions below ONLY apply to Inform.

To export a list of your patient emails to upload within inform, you can run a data export from WinOMS.  This will export the list of emails to a excel document, which you can take and upload through inform.

Exporting Patient Emails:

Within your WinOMScs Software, go to:

  • Select "Reports"
  • Select "Data Export"
  • Select "Patient Demographics"- the below window will appear:

    image1.png

You will see each tab listed at the top of this screen presented above- select the "output" tab, this will give you a list of items you can choose to export. A checkmark will be placed to the left once you have selected each option you would like

FOR INFORM, YOU WILL ONLY NEED TO EXPORT THE PATIENT/DOCTOR FIRST NAME, LAST NAME AND EMAIL. 

  • You can export Patient Email
  • Or Doctor/Referring Doctor Email

    In my example above, I selected patient first name, patient last name and patient e-mail.

    image2.png
  • Click the "Export" option, this will export all referrals to one excel document.

Exporting Referring Doctor Emails:

Within your WinOMScs Software, go to:

  • Select "Reports"
  • Select "Referral"
  • Select "Referral Demographics" Option 
  • Select the items you would like to export (Doctor first name, last name, and email)
  • Click the "Export"option and that will export all referrals to Excel.

 

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