PatientNow

Log in to PatientNow Web Portal

Open Chrome or Edge and navigate to your PatientNow portal URL (typically yourpracticename.patientnow.com or the URL your practice was given during onboarding). Enter your administrator username and password. You must use an Admin-level account — standard provider accounts may not have export access.

Click "Reports" in the Top Navigation

After logging in, you will see a horizontal navigation bar at the top of the screen. Click "Reports" — it typically appears between "Scheduling" and "Settings" in the nav. A dropdown or sub-page will appear showing report categories.

Select "Patient List" Report

In the Reports section, look for "Patient Reports" or a "Patient" category on the left side. Click it, then select "Patient List" or "Patient Demographics Report" from the list of available reports. This report contains all contact fields needed for the MedMasters import.

Configure Status Filter and Date Range

The Patient List report opens with filter options at the top. Configure them as follows: Status = "All" (this includes both active and inactive patients). Date Range = leave blank or set to "All Time". Provider = "All Providers". Click "Run Report" or "Apply Filters".

• Set Patient Status to "All" (includes both active and inactive)
• Set Date Range to "All Time" or leave blank
• Set Provider to "All Providers"
• Leave all other filters at their defaults

Export as CSV

Once the report results load, find the "Export" or "Download" button in the report toolbar — it is usually in the top-right of the results area and may show a spreadsheet or download icon. Click it and select "CSV" or "Export to CSV". The file will download immediately to your Downloads folder.

Verify the Download

Open the downloaded file in Excel or Google Sheets to confirm it has column headers on row 1 and that the Mobile, Email, and Last Appt Date columns have data. Then send to MedMasters using the secure upload link provided.