The Epic Export Macro is available from the Epic website and integrates with Microsoft Excel as an add-in. 

Due to security policies on CoreImage devices, installation of macros and/or add-ins in Excel and other Microsoft Office products may vary from the instructions provided by the vendor (e.g., Epic).

The instructions below are tailored for installation on a Michigan Medicine CoreImage device with Office 365 desktop applications (web versions of Office are not supported).

For more information on the Epic Export Macro functionality, please visit Epic's Standard Import Guide.

1. Close all instances of Microsoft Excel before continuing.
   
   
2. Navigate to the Epic Standard Import Guide section named Install the Epic Export Macro.
   
   
3. Click "Epic Excel Import Spreadsheet Generator.zip" to download the file.
   
   
   
4. Click Accept and Download.
   
   
   
5. Open Windows Explorer and navigate to the download location (e.g., C:\Users\uniqname\Downloads).
   
   
   
   1. Right-click "Epic Excel Import Spreadsheet Generator.zip" and select Extract All...
      
      
      1. Select the checkbox Show extracted files when complete, then click Extract.
         
         
         
   2. Right-click "Epic Export Tools.xlam" and select cut.
      
      
      
   3. Navigate to your Michigan Medicine OneDrive and paste the "Epic Export Tools.xlam" file.
      
      
      
6. Open a workbook in Microsoft Excel.
   
   
   1. Click File > Options.
      
      
   2. In the Excel Options dialog, click Add-ins, then click Go.
      
      
      
   3. In the Add-ins dialog, click Browse.
      
      
      
   4. In the Browse dialog, navigate to your Michigan Medicine OneDrive.
      
      
   5. Select the "Epic Export Tools.xlam" file and click OK.
      
      
      
   6. Ensure the checkbox is selected next to Epic Export Tools, then click OK.
      
      
      
   7. If you get a security warning, click Enable Content.
      
      
      
   8. If the Epic tab is now visible in the Ribbon, the installation is complete.
      

Troubleshooting

1. Verify you placed the "Epic Export Tools.xlam" file in your Michigan Medicine OneDrive.
   1. Your Michigan Medicine OneDrive is a trusted location and placing the file here is required.
      
      
2. If you receive the errors below, follow the steps in KB0022521 to unblock the "Epic Export Tools.xlam" file.
   1. "This file type is not supported in Protected View."
      
      
      
   2. "Microsoft Excel cannot access the file ..."
      
      
      
3. If you previously had the Epic Export Macro installed but it is no longer visible.
   1. Follow the steps in KB0024630 to restore missing Excel add-ins.
      
      
4. If the above steps did not resolve your issue, submit a ticket to HITS.