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Downloading Your Patient List

download patient list, export data

Ashley Lawrence avatar
Written by Ashley Lawrence
Updated over a week ago

You can download a report of your patient's demographics, membership status, and payment source details. Here's how: 

  • Navigate to your patient list

  • Apply 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'

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