How to export an appointment file from Medesync

Updated September 7, 2025

To export an appointment file from Medesync, you simply need to create a custom report. Here's how:

#1 – Create a Custom Report

Print > Custom Reports Create a new custom report

Fill in the following fields:

Report Type: Appointment

Description: Appointments for InputKit

Fields:

Patient – First Name
Patient – Last Name
Patient – Email
Patient – Phone Number
Patient – Language
Appointment – Professional's Name
Appointment – Office

Filter: Depending on your sending frequency, filter by appointment date Example: If you send once per week, filter for appointments from the last 7 days

#2 – Import the file into InputKit

Once your file is generated, here’s how to import it into InputKit:

https://help.inputkit.io/en/articles/4418030-how-to-import-a-csv-file-to-send-multiple-questionnaires

How to exclude canceled appointments from the report

If you want to exclude canceled appointments from your Medesync export, you can use a simple condition while configuring the data filter.

Steps to follow:

In the Medesync interface, while setting up your report:

Add a condition of the type: Do not include if contains → Field: Type → Value: APPOINTMENT – NOTES
Enter the keyword: annulation

This will automatically exclude all contacts linked to appointments containing the word "annulation".

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