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.

The URL for this page is Worklist_Export_Options_V2.asp.