Exporting Data

Overview

You can export data in either HTML, CSV, or TSV format. The following examples use the 'Smoking' data set to demonstrate how to;

o Select explicit data to export, and then,

o Export the data.

Exporting Via a Chart

1. The following image displays the 'Smoking status of active patients' data set. This data can be displayed in a table or as a pie chart, and we have elected the latter option, as indicated at the top-left of the image.

2. At this point, you could export this entire data set. However, for the sake of exercise, we are going to further refine this data by selecting a subset of it; specifically, those patients who are either smokers or ex-smokers. To do this, click the pie segments 'Smoker' and 'Ex-Smoker'. Each segment you select becomes highlighted with a crosshatch, as shown below. Notice also that a box appears to the left of the pie chart to indicate that you have selected 2 regions.

3. Click The MedicalDirector Insights Patient Export window appears. This window presents you with the list of patients to be exported. Notice that it also indicates the Export Data Criteria we specified in Step 2.

4. To export this list of patients, click either;

o to export in MS Excel (.xlsx) format

o to export in HTML format

o to export in CSV (comma-separated values)

o to export in TSV ( tab-separated values)

o Alternatively, you can generate a Recall notification for these patients.

5. You will be prompted to save the file. The file name will specify the collection date, along with the date on which the export was made, for example "collection20160116 exported on 20160203.html".

6. Save the file. You will be returned to the MedicalDirector Insights Patient Export window.

7. Click to exit the MedicalDirector Insights Patient Export window. This concludes the steps necessary for exporting data via a chart.

Exporting Via a Table

1. The following image displays the 'Smoking status of active patients' data set. This data can be displayed in a table or as a pie chart, and we have elected the former option, as indicated at the top-left of the image.

2. At this point, you could export this entire data set. However, for the sake of exercise, we are going to further refine this data by selecting a subset of it; specifically, those patients who are either smokers or ex-smokers. To do this, click the check boxes 'Smoker' and 'Ex-Smoker'. Notice that a box appears to the left of the table to indicate that you have selected 2 regions.