Once a dataset from the 'Extracts' panel is loaded and a send to location has been configured as described in the previous chapter the right-click function is available. This will display the list of send to locations that have been configured for the practice to choose from.
NOTE: Only de-identified data is sent.
If a non de-identified dataset is selected, the following error message is displayed.



  • Load the de-identified data set you wish to send
  • Right-click on the extract listed in the extracts panel
  • Select 'Send To'
  • The list of configured locations will be available
  • Select the location
  • A confirmation dialogue box will appear
  • Click OK
  • A progress bar will display while the send is in progress
  • Once completed a status message will be provided
  • A history record will be written under menu option: Tools > Send Data History