Exporting Patients and Account Holders
Select Matrix from the menubar > Patients > Enter topsOrtho password if prompted.
Note: the matrix options require a staff privilege to access. You can find access via topsOrtho > Practice Setup > Staff Security > and check the box to allow access to Patient Matrix.
Check the box beside Current Patient/Dismissed and choose from the drop-down option > Current Only and click the blue Search button
From the column header, double arrows choose options from the drop-down to customize your view.
Click the export button in the top right corner then click on Export to a spreadsheet and enter the password when prompted.
A sheet will drop asking to name the file and choose to save the export file to your desktop. The file will export as a .txt file.
You can right-click on the file from your desktop and select Open With… and choose to open with Numbers or Excel as a spreadsheet.
Select Matrix from the menubar > Accounts > Enter topsOrtho password if prompted.
Note: the matrix options require a staff privilege to access. You can find access via topsOrtho > Practice Setup > Staff Security > and check the box to allow access to Patient Matrix.
Select primary and secondary account holders > all doctors > locations > active accounts
Click the export button in the top right corner then click on Export to spreadsheet and enter password when prompted.
A sheet will drop asking to name the file and choose to save the export file to your desktop. The file will export as a .txt file
You can right click on the file from your desktop and select Open With… and choose to open with Numbers or Excel as a spreadsheet.
