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RepeatMD

Patient retention and rewards platform built for medspas

medspaeasy~5 minCSVOfficial Docs ↗Last verified May 4, 2026

Take it with you

The full RepeatMD export guide as a PDF

Print it. Share it with your office manager. Keep it for the next time. Free.

Export Steps

1

Log in to the RepeatMD Dashboard

Open dashboard.repeatmd.com in a desktop browser. RepeatMD is web-only; the staff app does not support data export.

2

Navigate to Members → All Members

Click "Members" in the left navigation. Choose "All Members" to view the full directory. Use the segment filter dropdown to choose between active members, inactive members, or all members.

EHR Software
MembersAll Members
3

Click Export and Pick CSV

Click the "Export" button at the top-right of the members table. Choose "Export to CSV". The file downloads immediately to your default downloads folder.

Tip:

RepeatMD limits exports to 5,000 rows per file. If your member base is larger, filter by date range and run multiple exports.

4

Send via Secure Upload Link

Upload the file using the secure link your MedMasters account manager provided. Do not email the CSV file directly — patient contact data must be transmitted securely.

Note:

Never send patient data as a plain email attachment. Patient data sent over unencrypted email violates HIPAA. Use only the secure upload link provided by MedMasters.

Field Availability

Which MedMasters data fields are available in this EHR export.

Our Field
EHR Field
Notes
Status
First NameREQ
First Name
Available
Last NameREQ
Last Name
Available
PhoneREQ
Phone
Available
EmailREQ
Email
Available
Last Visit DateREQ
Last Redemption
RepeatMD tracks rewards redemptions, not appointments — cross-reference with your booking system
Partial
Active / InactiveREQ
Member Status
Available
Insurance vs Cash
N/A
RepeatMD is a rewards platform; payer information lives in your EMR
Not available
Visit Count
Total Redemptions
Partial

Known Quirks

⚠️

RepeatMD is a layer on top of your primary EMR — patient demographics may need cross-referencing.

⚠️

Membership tier and rewards balance are core fields but not standard MedMasters columns; they are still useful for segmentation.

Pro Tips

💡

Export RepeatMD members and your primary EMR patient list, then dedupe by email or phone to get a unified contact list.

💡

High-tier members (Gold / Platinum) are your most valuable reactivation targets — flag them in a separate tab.

Got your export? Now what?

The Storage & Handoff Playbook covers verifying, securing, and using the data for compliance, migration, or analytics.

View Playbook

Want this turned into bookings?

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