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Export your patient email list from Eaglesoft
Run the Patients With Email Addresses report and save it as a CSV.
Before you start
- Eaglesoft version 14 or later, open at a computer in your practice.
Click Reports, then Patients, then Patients With Email Addresses.
Screenshot comingEnter any criteria you want to filter by.
Leave it blank to include every patient with an email address.
Screenshot comingClick Preview Report.
Screenshot comingRight-click on the report preview and choose Save As.
On some versions the menu item is called Save Data As.
Image: Patterson Support. Temporary until we add our own. In Save as type, choose Comma Delimited File (*.csv). Enter a file name and where to save it, then click Save.
Image: Patterson Support. Temporary until we add our own. Open the file and check the first row names your columns, and that one is called Email.
If it is not, type a header row in. ModularMail looks for a column called Email.
Screenshot coming
You should now have
A .csv file with one row per patient with an email address. It should have first name, last name and email.
If something looks different
- I do not see Patients With Email Addresses
- Use the full list instead. Go to Reports, Patients, Patient Master, click Process, set Marked As to Patient and Status to Active, then Preview Report and save as above. The file has many columns. Delete all but first name, last name and email.
- The file has patients with no email
- Delete those rows, or leave them. ModularMail skips rows with no valid email and tells you how many.
- The same email appears several times
- Families often share one address. ModularMail removes duplicates when you upload.