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Patients & Customers: Patient & Customer Data Export

In order to export patient data from MJ Freeway, your user account will need to have manager level permission or above.  The export will display all patient data entered on every patient profile, along with details such as; date of first order, date of most recent order, total dollars spent, total orders completed, and number of reward point.

Navigate to the Patient Management screen and click the Green button at the bottom, on the right, 'Export Patient Data.'

 

After clicking 'Export Patient Data' select 'Save File' from the Firefox popup.  Then navigate to location in which the file saved, and open.

 

By default, your patient data will export without patient names or patient numbers, due to HIPAA standards.

To include the patient name, go to Admin > Settings > Patient Settings

 

 

From the drop-down menu, you can choose to include the Patient Name, Patient Number or Both.

 

 

 

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