Exporting Patient Demographics from V5 and 2008 using PostgreSQL

Before you start, you will need to make sure that the PgAdmin III software is installed to your server machine.  If it is not installed, the file can be downloaded from here.  Just choose one of the USA links and download the file to your server.

 To Export:

1. Go to Start > All Programs > PostgreSQL > 8.x > pgAdminIII.
    
    
2. Double-click on the SOAPware PostgreSQL Database Server 8.x and enter your password.  This will be the password that was setup during the Dataserver installation.  If you don't know this password, contact Support and we will help you obtain it or reset the password.
    
3. Once logged in, expand the databases group and select docs_charts.
         
4. Click on Query tool.
    
5. The query below will pull the patient name, address, and e-mail for each patient.  Just copy the text below and paste it into the top left pane of the query tool and then press the F5 key:
   
   SELECT firstname,lastname,street,city,state,zipcode,email FROM soapware_charts_generaldemographics, soapware_charts_generaldemographicsaddress,soapware_charts_generaldemographicsemail WHERE soapware_charts_generaldemographics.patientID = soapware_charts_generaldemographicsaddress.patientID AND soapware_charts_generaldemographics.patientID = soapware_charts_generaldemographicsemail.patientID
   
6. Once the query is finished running, go to File > Export.  Make sure that the Column Separator is set to a semi-colon and Quoting is set to 'No Quoting'.  Give it a file name and choose where to save it by clicking on the button and then click OK.
   
    
    
7. Once exported, this file can be opened in Microsoft Excel or any other program that recognizes .CSV files.