cancel
Showing results for 
Search instead for 
Did you mean: 
kpratt
Premolar I

Is there a tutorial on how to create a contact report and export a .csv file?

Is there a tutorial on how to create a contact report and export a .csv file?

0 Kudos
Reply
1 Reply
tsalcido
CS Dental Employee
CS Dental Employee

Re: Is there a tutorial on how to create a contact report and export a .csv file?

1. The Carestream Dental Institute currently does not have a recording on how to create a new contact expert.

You can find how to create a new contact expert by going to Help in PracticeWorks. Search for the following:  Creating User Defined Contact Experts

Before you create a Contact Expert I recommend checking the PracticeWorks Expert Exchange and see if what you are wanting exist already.  To access the Expert Exchange you will need to log in with a level 10 access. 

Go to Experts> Practice Expert Exchange

To download an expert from the Expert Exchange, follow these steps:

  1. Click Experts.
  2. Click PracticeWorks Expert Exchange.
  3. Click the + beside PW Support.- Use the Second PW Support
  4. Click on the desired Expert.
  5. Un-check the box beside Install to Tutorial Database, and click Download.
  6. Click Accept at the first prompt.
  7. Click Accept at the second prompt.
  8. Click OK.
  9. Click Close.
  10. Close the Expert Exchange window.

2. Export to a  A Comma Separated Values (CSVfile.

To learn how to export go to Help in PracticeWorks and search for Exporting Data.

When the Expert is created or downloaded there will be an option to Write to disk file.

This will save the file in the Document queue. Access by going to File > Print >Document queue.

0 Kudos
Reply