Nextech

Check Your Version — Desktop App or Web Portal

Nextech comes in two versions: (1) Nextech EHR — a Windows desktop application installed on your office computers, and (2) Nextech Practice — a web-based portal accessed via browser. Check whether you launch it from a desktop icon or navigate to a URL. The navigation is similar in both but the Reports module location differs slightly.

Open the Reports Module

In the Nextech desktop app: click "Reports" in the top navigation bar, OR look for a "Reports" icon in the left module launcher panel. In the web portal: click "Reports" in the main horizontal navigation at the top of the screen. The Reports hub will open, showing a list of available report categories.

Navigate to Patient Reports

In the Reports hub, you will see report categories listed on the left or in a grid. Click "Patient Reports" or "Practice Management". If you see a search bar at the top of the Reports section, type "Patient List" to jump directly to the right report.

Select "Patient List" or "Patient Demographics"

Click "Patient List" — this is the primary report for extracting contact and visit data. If your Nextech version does not have "Patient List", use "Patient Demographics" — it contains the same fields. Do not use the "Inactive Patients" report separately; set the status filter in the next step instead.

Configure Report Filters and Output Fields

A report configuration screen will appear with two sections: Filters (left side) and Output Fields/Columns (right side). Configure both carefully.

• FILTERS — Patient Status: Select "All" (to capture both active and inactive in one export)
• FILTERS — Provider: Leave as "All Providers" unless you want a single provider
• FILTERS — Date Range: Leave blank or select "All Time"
• OUTPUT FIELDS — make sure these are checked: First Name, Last Name, Cell Phone, Home Phone, Email Address, Last Visit Date, Patient Status, Primary Insurance
• Click "Select All Output Fields" if available — extra columns are fine

Run the Report

Click "Run Report" or "Generate". Nextech will process the report — depending on your patient volume this may take 30 seconds to 2 minutes. A preview of the data will appear in a grid below the filters. Scroll through to verify names, phones, and emails are populated.

Export to Excel or CSV

Once the report preview is visible, look for the export toolbar at the top of the results grid. Click the "Export" icon (looks like a page with an arrow) or "Export Data" button. Choose "Export to Excel (.xlsx)" for easiest review, or "Export to CSV (.csv)" — either format works for MedMasters.