Practice Fusion
Cloud EHR for independent physician and chiropractic practices
Export Steps
Log In to Practice Fusion
Open your browser and navigate to app.practicefusion.com. Enter your administrator email and password and click "Sign In". Practice Fusion is fully cloud-based.
Tip:
You need Administrator access in Practice Fusion to create and run patient reports. Provider and Staff logins may not have access to the Reports section.
Navigate to Reports → Patient Lists
In the top navigation, click "Reports". The Practice Fusion reports center will open. Look for "Patient Lists" in the left navigation of the reports section and click it.
Create a New Patient List Report
On the Patient Lists screen, look at the "Actions" dropdown or find a button that says "Select New Report" or "Create New Report". Click it to start building a new patient list report. You can also use an existing saved report if one has been configured previously.
Configure Report Columns and Filters
In the report builder, use the arrow selectors to add columns to your report. Add the following columns by clicking them and moving them to the "Selected" side: First Name, Last Name, Phone Number, Email, Last Visit Date, Patient Status. Leave the Status filter set to include All Patients (both Active and Inactive). Click "Run" to generate the report.
- Use the arrow buttons to add: First Name, Last Name, Phone Number, Email, Last Visit Date, Patient Status
- Set Status filter to "All Patients" (do not restrict to Active only)
- Click "Run" to generate the report
Tip:
Practice Fusion's report builder uses a column selector — you must manually add the fields you want. If you don't add "Last Visit Date" and "Patient Status", they will not appear in the export.
Export to Excel
Once the report loads with results, click the "Export to Excel" button that appears near the top of the results. Practice Fusion will generate and download an Excel (.xlsx) file containing all patients that matched your report criteria.
Tip:
If you need a CSV instead of Excel, open the downloaded .xlsx file in Excel and use File → Save As → CSV (Comma delimited).
Send to MedMasters
Upload the Excel 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.
Known Quirks
Practice Fusion's report builder requires you to manually add each column — fields are not included by default
The patient demographics export produces an Excel (.xlsx) file — not CSV. Convert to CSV in Excel if needed (File → Save As → CSV)
Insurance/payer information is in a separate billing module report, not the patient list report
Visit count is not available in the standard patient demographic export
Pro Tips
Save the report configuration after setting it up the first time — it will be available under "Saved Reports" for future exports without re-configuring
Practice Fusion is owned by Veracross — the platform is widely used by small to mid-size independent practices including chiropractic, family medicine, and multi-specialty
Got your export? Now what?
The Storage & Handoff Playbook covers verifying, securing, and using the data for compliance, migration, or analytics.