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Batch Messaging: Exporting a CSV file from your Electronic Patient Record (EPR)

Export a patient list as a CSV from EMIS, SystmOne or Vision, ready for Batch Messaging.

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Written by Ben Davies

To send a Batch Message with Accurx, you’ll need a CSV file with a list of patients. Each electronic patient record (EPR) system exports patient lists differently and requires different columns depending on the system and where your organisation is located. Choose your system below for step-by-step instructions 👇

Find the guide for your system

Note: Each guide lists the columns your file needs. Extra columns may cause errors, so please remove any unnecessary data before uploading. As Accurx is a data processor, not a data controller, we can’t edit CSV files for you under our data processing agreement.


Once your file is ready

Read how to send your Batch Message in the Batch Messaging: How to use guide

If your upload fails because of the date of birth column, read how to change the date of birth format on a CSV file.


If you still have any questions or concerns, feel free to chat with us using the green message bubble in the bottom right-hand corner of this page 👉
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