Exporting Information to Your Handheld Device

After you have completed installing the PracticeWorks Mobile Practice Management Module on your computer and the handheld device, you must create export files for the information you would like downloaded to the handheld device.

You can export data files for three types of information:

Schedule
Night Calls
Referrals

Use the PracticeToGo Export window to select the categories of information to download to the handheld device.

Including Scheduler Information

Scheduler information pertains to appointments. Select this option to include Scheduler information, and then select the following:

Producers on appts: Select All to include all producers, or click Select and choose the producers from the list that you want to include in the download.
Appointments between: Enter a range of dates for appointments to retrieve, in MM-DD-YY format.

Each patient’s name, contact information, and a description of the appointment are sent to the handheld device.

Including Night Calls Information

The Night Calls feature displays information about calls you might want to make after regular business hours. This feature is used primarily as a reminder to contact patients who require follow-up. Determine what information you want to download to the handheld device by selecting the patients to be included, the appropriate producers, and the date range of procedures performed.

Select this option to include Night Call information, and select the following:

Include only patients with procedures marked as follow-up

OR
Include all patients with procedures.
Producers on appts: Select All to include all producers

OR
Click Select and choose the producers from the list that you want to include in the download.
Appointments between: Enter a range of dates for appointments to retrieve, in MM-DD-YY format.

Each patient’s name, contact information, and a description of the procedure are sent to the handheld device.

Including Referral Information

The Referral feature displays information about patients who have been referred to you. Determine the information you want to download to the handheld device by selecting the referral source, the patient's primary doctor, and the date range of procedures performed. For example, if you have an upcoming meeting with several other doctors, you may want to access a list of patients who were referred by each of the doctors you are meeting.

Select this option to include referral information, and select the following:

Referral sources: Click Select to highlight sources in the list, or Remove to remove a source from the list.
Patients’ primary doctor: Select All to include all producers, or click Select and choose the producers from the list that you want to include in the download.
Appointments between: Enter a range of dates for appointments to retrieve, in MM-DD-YY format.

Each patient’s name, contact information, and a description of the procedure are sent to the handheld device, along with the referral source information.