The below steps will help guide you on how to use the People table to export physician information including name, phone number, and email addresses.
- Start by going to the People table and filter for the desired records.
- Select all results > click Other > Export People.
- Now, from the Datasource drop-down menu > select Person Query - Full (CCL9040).
- To gather physician information, select Physicians, Physician Phone Numbers, and/or Physician Email Addresses.
- Scroll to the bottom and click Export Selected (.xlsx) to export the information.
PRO TIP! Remember to Save selection as template for future use if you would like to use the same export in the future.