MedMasters
All EHR Systems|EasyDC
GlossaryBook Discovery CallBook Call
E

EasyDC

Cloud-based chiropractic practice management and EHR

chiroeasy~5–8 minCSVOfficial Docs ↗Last verified May 4, 2026

Export Steps

1

Log In to EasyDC

Open your browser and navigate to your EasyDC portal (typically app.easydc.com or the URL provided during onboarding). Sign in with your admin or doctor credentials. After login you will land on the main dashboard.

EHR Software
Dashboard
Patients
Appointments
SOAP Notes
Reports
Billing
Settings
2

Navigate to Reports

In the top navigation bar, click "Reports". This opens the reporting hub where you can generate patient lists, financial reports, and visit summaries.

EHR Software
Dashboard
Patients
Appointments
SOAP Notes
Reports
Billing
Settings
Reports
Patient Reports
Visit Reports
Financial Reports
Insurance Reports
3

Open Patient List Report

In the left panel under Reports, click "Patient Reports", then select "Patient List" or "All Patients". This generates a table of all patients in the system with their demographics and visit history.

EHR Software
ReportsPatient ReportsPatient List
Patient Reports
Visit Reports
Financial Reports
Insurance Reports
All (Active + Inactive)
All Time
All Providers
Run Report
4

Set Status Filter to "All"

Before running the report, find the "Patient Status" dropdown and set it to "All" to include both active and inactive patients in a single export. Set the date range to "All Time". Leave the provider filter set to "All Providers" unless you only want patients from a specific provider.

EHR Software
ReportsPatient ReportsPatient List
All (Active + Inactive)
All Time
All Providers
Last Name
First Name
Phone
Email
Status
Last Visit
Visits
Run Report
Export CSV

Tip:

Selecting "All" captures your full patient base — MedMasters will handle segmenting active vs. inactive for you.

5

Export as CSV

Once the patient list loads in the results table, click the "Export CSV" button near the top right of the results. EasyDC will generate and download a CSV file containing all patients matching your filter criteria.

EHR Software
"Export CSV" button (top right of results table)

Tip:

The exported CSV will include column headers in the first row — you do not need to add them manually.

6

Send to MedMasters

Upload the exported CSV file using the secure MedMasters upload link provided by your account manager.

Note:

Do not email patient data. Always use the secure MedMasters upload portal.

Field Availability

Which MedMasters data fields are available in this EHR export.

Our Field
EHR Field
Notes
Status
First NameREQ
First Name
Available
Last NameREQ
Last Name
Available
PhoneREQ
Cell Phone / Home Phone
Available
EmailREQ
Email Address
Available
Last Visit DateREQ
Last Visit Date
Available
Active / InactiveREQ
Patient Status
Available
Insurance vs Cash
Insurance Carrier / Self Pay
Available
Visit Count
Total Visits
Available

Pro Tips

💡

EasyDC includes column headers in all CSV exports by default — no manual mapping needed

💡

For multi-provider practices, leave the provider filter set to "All Providers" to capture the complete patient list in a single export

Got your export? Now what?

The Storage & Handoff Playbook covers verifying, securing, and using the data for compliance, migration, or analytics.

View Playbook

Want this turned into bookings?

MedMasters Reactivation runs the entire patient outreach for you — fully managed, fully compliant.

Book Discovery Call