To export an appointment file from Medesync, you must create a custom report that includes the information required for your sends in InputKit.
Step 1: Create a custom report
Access custom reports
Go to the “Management” tab.
Under the organization settings menu, click “Custom Reports”.
Click “Add” to configure a new report.
Configure the report
Set the following:
Report type: select “Appointments”
Description: enter “InputKit Appointments”
Under “Available Fields”, add these fields:
Patient – First name
Patient – Last name
Patient – Email
Patient – Phone number
Patient – Language
Appointment – Date
Appointment – Professional name
Appointment – Location
Add filters
Under “Filter data based on criteria”, click the green “+” icon to create a filter.
Confirmed appointment filter
This filter ensures the report excludes cancelled appointments.
Field: Appointment – Confirmation
Operation: Contains
Value: confirmed
Click “OK”.
Appointment date filters
These filters allow you to choose the appointment dates included in the report.
Start date:
Field: Appointment – Date
Operation: Greater than
Value: Select a date
Attention: Enable “Ask at print” so you can choose the date for each export.
Click “OK”.
End date:
Field: Appointment – Date
Operation: Less than
Value: Select a date
Attention: Enable “Ask at print” so you can choose the date for each export.
Click “OK”.
Click “Save” to save the report.
Step 2: View and download your InputKit appointments report
In the “Print” tab, go to the “Custom Reports” section and click “InputKit Appointments”.
Select the desired date range for the report and click “OK”.
Click “Download” to download the file to your computer.
If you have any questions, feel free to contact us via the chat.