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Patient

The Patient Export lets you download and study all fields on the Patient page.

Step 1. On the Navigation Bar, click ‘Reporting’

Only users with the Role of Reporter or Organization Admin have this button.

Step 2. Click the ‘Exports’ card

Step 3. Click ‘Patients’ card

Step 4. Optional: Select one or more ‘Billing Providers’

The report defaults to all Billing Providers.

Step 5. Select ‘Date Range’, and click ‘Create Export’

Clicking the date field displays prefiltered date options and a calendar.

There are two ways to select dates:

  1. Click one of the suggested dates or date ranges from the left sidebar in the calendar
  2. Click Custom Range and type in the desired date or date range for the export and click Apply

Step 6. Click ‘Download Export’

The Export downloads immediately to your computer.

Step 7. To view columns included in the Export, click ‘View Export Columns’

Step 8. To view Export History, click ‘Export History’

A breeze!

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