You can download a report of your patients' demographics, membership, and payment source details. Here's how:
Apply the following filters to export a subset of your patient population: 'All Patients', 'All Companies', 'All Plans', 'All Locations', and 'All Providers'. Do not apply filters to export all patients.
Click the cloud icon with the down arrow to export your patient list to CSV
From the next screen you can select which fields to export by checking the box next to the field. Then click 'Export'