Specify Account Worklist Export Options

Use this procedure to export data from the Account Worklist to a Microsoft Excel® worksheet or plain text file. The amount of time it takes to export data depends on the number of records in the file. The export limit is 60,000 records.

Note: This procedure explains the step-by-step process of exporting data for an Account Worklist. For more information about exporting a Master Account or Payor Worklist, refer to Specify Worklist Export Options.

Procedure

1. Access the Account Worklist Export Options page:
   • Select Go To > Account Research > from Worklist. The Account Research from Worklist page opens.
   • From the Task list, select Create Worklist.
   • Specify other selection criteria and click Display Accounts. The Account Worklist page opens. For more information about search criteria, refer to Specify Account Worklist Criteria.
   • Click Export. The Account Worklist Export Options page opens.
2. Select one of the following options from the Export to list:
   • Microsoft Excel (*.csv)
   • Microsoft Excel (*.xls)
   • Text File (*.txt)
3. Select one of the following options from the Export Fields list:
   • Default Fields–includes the same data that is available on the Account Worklist.
   • Default Fields and Patient Name–includes the same data that is available on the Account Worklist plus the patient name for each account.
   • Custom Selection–use to select multiple items. The Custom button appears.
   • Click Custom. The Select Worklist Fields to Export page opens. For more information, refer to Select Account Worklist Fields to Export.
   • All Fields – includes the Payment Variance, Days Outstanding (if payment is overdue) or Days to Initial Payment (if a payment has been posted).
4. Click Export.
5. The Export Dashboard page opens. Click the icon in the File column to download the exported information.