<ol>
<li>Go to Practice &gt; Reports &gt; Marketing &gt; Patient Export</li>
<li>Configure the filter to meet your criteria.
<ul>
<li>For all emails select "Communication Available" and check Must have Email</li>
<li>Also recommended to use "Marketing Preference" with Email Marketing Permitted<img src="https://s3.amazonaws.com/pubhub-organizer.ph-1.prod.tweddle.com/40e86b92-9b3f-43a5-be8c-5cc37b58f50b.png" class="fr-fic fr-dib fr-draggable"></li>
</ul>
</li>
<li>Click&nbsp;<img src="https://s3.amazonaws.com/pubhub-organizer.ph-1.prod.tweddle.com/c4772538-ff7b-4c19-952d-f8d7663180a5.png" class="fr-fic fr-dii fr-draggable">&nbsp;to display a report of all patients to be exported</li>
<li>Click&nbsp;<img src="https://s3.amazonaws.com/pubhub-organizer.ph-1.prod.tweddle.com/80dff846-6cba-45e6-a6c4-b89380da5228.png" class="fr-fic fr-dii fr-draggable">and select the required file type to download an export of the displayed report.
<ul>
<li>Most mail merge programs such as Constant Contact or MailChimp require a CSV file.</li>
</ul>
</li>
<li>When importing this list into Constant Contact or MailChimp it may be necessary to open the CSV file in Excel and delete the header information in the top rows.&nbsp;</li>
</ol>

 1. Go to Practice > Reports > Marketing > Patient Export
 2. Configure the filter to meet your criteria.
    * For all emails select "Communication Available" and check Must have Email
    * Also recommended to use "Marketing Preference" with Email Marketing Permitted
 3. Click  to display a report of all patients to be exported
 4. Click and select the required file type to download an export of the displayed report.
    * Most mail merge programs such as Constant Contact or MailChimp require a CSV file.
 5. When importing this list into Constant Contact or MailChimp it may be necessary to open the CSV file in Excel and delete the header information in the top rows. 

Exporting Patient Email/Contact lists

Reconciling 4D EMR Transactions to Bank Statements

Close Report and Daily Close Report