Scheduled Patient Export Report

Generate Scheduled Patient Export

Reset Scheduled Patient Export Filters

What’s New

• A new Scheduled Patient Export report is available under:
  Reports > Miscellaneous > Scheduled Patient Export
• Report filters include:
  – Provider
  – Resource
  – Location
  – Start Date
  – End Date
• Provider, Resource, and Location default to All when the report is opened.
• Provider and Appointment Date Range are required to generate an export.
• All selected filters work together to return appointments matching the specified criteria.
• Start Date and End Date are both included in the selected date range.
• The export includes applicable appointments except those with Cancelled, No Show, or Rescheduled status.
• Included appointments may have statuses such as Scheduled, Confirmed, Checked In, Checked Out, Charged, and Paid.
• Each appointment is exported as an individual semicolon-delimited record containing 28 columns.
• Records are sorted by:
  – Appointment Date
  – Appointment Time
  – Doctor Last Name
• Export formatting includes:
  – Appointment Date in MM/DD/YY format
  – Appointment Time using the required 24-hour HH format
  – Patient birth date in the required date/time format
  – Patient age calculated as of the report generation date
  – Phone numbers containing digits only
  – Separate Doctor ID and Resource ID values
  – Blank data represented as empty fields
• Embedded semicolons are removed or replaced to preserve the required file structure.
• Generated files follow the naming convention:
  patient_output_YYYYMMDD_N_.txt
• The sequence number (N) increments for each export generated on the same calendar day.
• If no appointments match the criteria, a file containing the required header row is still generated and the user is informed that no matching appointments were found.
• Selecting Reset restores Provider, Resource, and Location to All and clears the Start Date and End Date.
• Generated files are downloaded directly to the user’s local computer and are not transmitted directly to Paradox.

How It Works 

• Navigate to Reports > Miscellaneous > Scheduled Patient Export

• Select the desired Provider, Resource, and Location. Provider, Resource, and Location initially default to All.
• Enter the required Start Date and End Date for the appointment range. The Start Date cannot be later than the End Date.
• Generate the export to retrieve appointments matching all selected criteria.
• The system excludes Cancelled, No Show, and Rescheduled appointments and organizes the remaining records by Appointment Date, Appointment Time, and Doctor Last Name.
• The system generates a 28-column, semicolon-delimited ASCII text file using the required data formatting.
• The generated file is assigned a unique daily sequence number and downloaded to the user’s local computer.
• If no appointments match the criteria, the system still generates the file with the required header row and informs the user that no matching appointments were found.
• Select Reset to restore Provider, Resource, and Location to All and clear the selected date range.

Impacted Areas

• Reports
• Miscellaneous Reports
• Scheduled Patient Export
• Scheduler / Appointment Data
• Patient Demographics
• Insurance Information

Benefits

• Reduces manual preparation of scheduled patient information for external use.
• Enables targeted exports using Provider, Resource, Location, and Appointment Date Range.
• Provides a standardized file structure for downstream processing by the Paradox system.
• Maintains predictable formatting and sorting across generated exports.
• Supports multiple exports on the same day through unique sequence-based file naming.
• Generates a structurally valid export even when no appointments match the selected criteria.