Exporting a Patient Report: Ortho2

Customer Success Advisor
Customer Success Advisor
  • Updated

Step 1: How to export information

From the main screen of the Ortho2 website, click on Current Users, and enter the practice ID information. Download the ViewPoint Report Repository (the third "Bubble"). Choose Repository with categories and choose Misc. Reports - PracticeGeniusReport. 

Files to Download
Click "Save" and follow the instructions below:

  1. Click the attached file to see a window pop up containing two files
  2. Select all files and click "Copy" from the File menu
  3. From your desktop, double-click "My Computer," and navigate to C:/ProgramFiles/Ortho2/Reports/Custom
  4. Select "Paste" from the File menu

 

Step 2: Run Report in ViewPoint

  1. Select "Practice Reports."
  2. Select "Custom Directory."
  3. Select "PracticeGenius."
  4. Set the status to include "Click All" or select the status that would best apply.
  5. Click "OK."
Print options. Click "Export." This action will bring up a screen for the file, where you will enter the file name.
 
Click "Save As." Select Plain Text as the file type in the drop-down menu.
 
Click "Save," then click "Run."


Step 3: How To Upload Your Data Into Your Hub

Now that you have successfully exported and saved your patient report click here to learn how to upload the data into your Hub.