You can download a report of your patients' demographics, membership details, payment source information, and other details.
Here's how:
Navigate to your patient list
Apply filters to export a certain subset of your patient population. The following filters are found at the top of the patient list: 'All Patients', 'All Companies', 'All Plans', 'All Locations', and 'All Providers'.
To export active patients only, click on the 'All Patients' filter and select 'Active Patients' before downloading.
To export all patients, do not apply any filters.
Click 'Export to CSV' to download your patient list as a .csv file
In the pop-up window, select the fields you'd like to include in your download by checking the box next to the field.
You can save these settings for future exports by clicking 'Save Selection'.
When you've selected all of the desired data fields, click 'Export' to download report.
