Before your setup call

Export your patient visit history

Optional — for reactivation texts, not for connecting your booking calendar.

A step-by-step guide for the front desk — no technical skill needed.

This guide is for the optional patient-reactivation feature only. Connecting your booking calendar is a separate, short step your OSCAR administrator does with Chris on the setup call (registering the app under OSCAR's "Manage REST Clients (OAuth)"). Nothing here is required before that call.

Why we ask. Our booking system can text patients who haven't been in for a while and invite them back. To do that safely, it needs to know who your past patients are and roughly when they last visited. OSCAR has a built-in report tool for this — you run it, save the result as a spreadsheet, and send it to us.

Export the whole clinic, with phone numbers, every week. If the report asks for a provider or clinician, choose all providers (or leave it blank) — one provider's patient list looks the same as the whole clinic's, so it's an easy filter to miss, and we can only text and recognize patients who show up in the file. Once the one-time setup below is done, repeat the export weekly so new patients and new visits keep showing up in our records.

What we do and don't receive

We receive: first name, last name, phone number, the date of each past visit, which provider they saw, and the reason/type of that visit.
We never receive health card numbers, ever — the report is written so OSCAR never even includes that column.
We never receive medical notes, diagnoses, medications, or anything from a patient's chart.
We never receive anything about a future or upcoming appointment — only past visits.
The file only leaves your OSCAR when you choose to export and send it. Nothing is pulled automatically or in the background.

Step 1 — Get the template into OSCAR

Someone with admin/full access to your OSCAR does this once: open Admin → Report by Template (some OSCAR versions call this Reports, or a small chart/document icon), choose Add New Report or Upload Template, and load the file we give you (patient-visit-history.txt). It appears in the report list as "Patient Visit History for Reactivation Import."

Step 2 — Run the report

Open that report, enter an earliest visit date (as far back as your OSCAR records go, if you want your full history) and today's date as the latest. If it asks for a provider or clinician, leave it set to all providers (or blank) — narrowing it to one provider exports only that provider's patients, not the whole clinic. Then run it. You'll see a table: one row per patient visit.

Step 3 — Save it as a file and send it to us

Export or download the table as a CSV file, then send it the way we've already arranged with you. Don't post patient information anywhere public. Once this is set up, repeat Steps 2 and 3 weekly so new patients and visits stay current.

If something goes wrong

Can't find the report, or the table looks empty? Send us a screenshot of your Admin menu and we'll point you to the right place — different OSCAR versions and forks lay this out a little differently. We'd rather help than have you guess.

Ready for your call

You don't need this done before the call — Chris will walk you through it live if it's easier. It just saves time if it's already done. Back to booking your call.