Menu Bar - File Menu

The File Menu displays items that apply to specific files or documents.


The File Menu contains standard menu items, typically found in other Mac OS X applications, such as:

  • New Window: Opens a New MacPractice window.
  • Open Recent: Opens a submenu with a list of the most recently opened MacPractice windows.
  • Close: Closes the active MacPractice window.
  • Page Setup: Opens the print parameters dialog.
  • Print: Opens the Print dialog.
Some File Menu items are MacPractice specific, such as:

File Menu - Import Codes
The Import Codes item opens a dialogue from which codes exported from a MacPractice installation can be imported to another MacPractice installation.


To import any codes, the code file must be in the .mpxml file format. Imported codes might be any user created data, generally References, such as Fee Schedules, Diagnosis Codes, and so on.

To import codes, select Import Codes to open the Import dialogue. Click the Select Files... button and select the code file to import. Click the Open button to add the file to the import list. If more codes are to be imported, click the Select Files... button and select the next file until all code files are added to the Import list. Once finished, import the codes with the Import button.
Note: For any import option, only information that was exported from MacPractice can be imported into the program. No files or information saved in any other format can be imported.

File Menu - Export
The Export item opens a submenu listing types of exportable data.


The specific types of exportable data in the Export submenu include:

  • Export Codes: Opens a dialogue box from which user data such as Fee Schedules or Diagnosis lists can be exported.
  • Notes as PDFs: Opens a dialogue box from which notes created in the Notes ability can be exported.
  • Note Templates: Opens a dialogue box that allows you to to export Note Templates from the Notes ability.
  • vCard: Opens a dialogue from which patient address information can be exported to a .vcf file.

File Menu - Export - Export Codes
The Export Codes item opens a dialogue from which user data such as Fee Schedule or Diagnosis Codes can be exported.


To export codes, select the Export Codes item to open the Export MacPractice Data dialogue. Check the box for any specific files to export and set the path with the Save As... button. Click Open to return to the Export MacPractice Data dialogue and click the Export button to create the exported .mpxml file in the selected path location.

File Menu - Export - Notes As PDFs
The Notes As PDFs item opens a dialogue from which notes created in the Notes ability can be exported.


To export a note as a PDF, select the Notes As PDFs item to open the Window dialogue. Select any of the checkboxes, such as Patient, Provider, and so on, and set the related menu or field to filter the notes results by that checkbox attribute. Click the Export checkbox to select to export that note. The All button can be used to check the Export checkbox for all note results, while the None button can be used to uncheck and checked Note results. Click the Export button. On the resulting menu, select the location to which the PDF should be exported. Click Open to create the file in that location.

File Menu - Export - Note Templates

The Export Note Templates window will allow you to select which Note Templates you'd like to export.


Simply check the Note Templates you'd like to export, and then click the "OK" button after you've selected all desired Note Templates. A window will then open allowing you to choose where to save the exported files. Files are saved as a .tpl file by default.

File Menu - Export - vCard
The vCard item opens a dialogue from which patient address information can be exported to a .vcf file.


To export a vCard, select the vCard item to open the Export Patient vCard dialogue. Select the Providers or Offices from which patient address information is to be exported. Click the Select File button to set a specific file name and location for the vCard. Next, click the Save button and click Export to create the .vcf file in the specified location.

File Menu - Retrieve Archived
The Retrieve Archived item displays a submenu of data types that are retrievable once archived.


The specific types of retrievable archived data in the Retrieve Archived item are as follows:

  • Attachment
  • Clinical Decision Rule
  • Diagnosis Codes
  • Fee Schedule
  • Imaging/DR Visit
  • Immunization
  • Insurance
  • Inventory Items
  • Inventory Categories
  • Note
  • Note Template
  • Patient
  • Patient Education Resource
  • Patient Portal User
  • EMR/EDR Form
  • Patient EMR/EDR Form
  • EHR Template
  • EHR Section
  • EHR Patient Form
Generally, selecting one of the items will result in a dialogue box which can be used to search for all archived records of that type. To retrieve the specific record, check the box next to the record and click Retrieve. This will restore the record to the previous location.
Some deleted information, such as deleted patients, can also be retrieved with the Retrieve item. Hold the option key while selecting the Retrieve Archived item to display deleted results along with archived results. For information specifically related to retrieving archived or deleted patients, please see Retrieving an Archived or Deleted Patient.
File Menu - Generate File Fingerprint
Generate File Fingerprint is used to create a file fingerprint, or hash, for an exported file. With a fingerprint in place, the file can be verified to determine if it has been changed.
To create a file fingerprint (hash) for any exported file, such as reports or patient data, select Generate File Fingerprint. From the resulting menu, select the exported file and click the Open button to generate the file's fingerprint.

Once the fingerprint is generated, click the OK button. The fingerprint (hash) file will be generated with the original file name, including the format SHA256.

File Fingerprinting uses a SHA-256 algorithm to verify data if changed in a file. The SHA-256 (i.e.: SHA-2) hash function is used in as security in applications and protocols and serves as the secure algorithm required by US Government applications and commercial applications with sensitive data. More information can be found in NIST's Policy on Hash Functions.
File Menu - Verify File Fingerprint
Select Verify File Fingerprint to test the validity of a generated File Fingerprint file. From the resulting menu, select the fingerprint file with the .SHA256 extension, then click the Open button.
If changes have not been made, the resulting verification window will indicate that the verification has passed.
If the fingerprinted file has been changed, the notification window will indicate a verification failure, such as the fingerprint file was not created or the fingerprint file has been modified.

If the fingerprinted file has been separated from the file fingerprint (hash) file, the verification process will not function properly. The file fingerprint, with extension .SHA256, should always be located with the fingerprinted file.
File Menu - Encrypt/Decrypt
The Encrypt/Decrypt item encrypts and decrypts an exported file for the purposes of security. To encrypt or decrypt a file select the File menu and choose the Encrypt/Decrypt item. The submenu includes items to Encrypt File and Decrypt File.

The Encrypt/Decrypt item uses the AES-256 (Advanced Encryption Standard) encryption method, the same symmetric key encryption used by the US Government.
File Menu - Encrypt/Decrypt - Encrypt File
To encrypt an exported file, select the Encrypt/Decrypt item, and choose Encrypt File from the submenu. Enter a password in theEncryption Password menu and click the Encrypt button to accept the password.

The encrypted file is then generated with the '.enc' extension in the location of the original file.
File Menu - Encrypt/Decrypt - Decrypt File
To decrypt an encrypted file, select the Encrypt/Decrypt item, and choose Decrypt File from the submenu. Enter the password created when encrypting the file in the Decryption Password menu and click the Decrypt button. The originally encrypted file is then decrypted.
File Menu - Print
The Print item displays the Print Window from which selections on printing can be made.

  • Printer: Select the Printer to which MacPractice will print the document
  • Presets: Select a Preset apply to the document
  • Copies: Select the number of copies which will print
  • Pages: Select to print All pages or From a page number range
  • Health Record Disclosure Reason: Select the Reason for Disclosure from Not a Disclosure of Patient Health Information, Health Care Operations, Payment, or Treatment.
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