ADVANCED SCHEDULING WORKFLOWS
Customize Online Booking Availability By Event Type and Resource Configure your Calendar Shortlist Customize Your Event List by Office (Event Scopes)
DASHBOARD WORKFLOWS
Daily Schedule Dashboard Card SOAP Charts Dashboard Card Daily Express Checkout Dashboard Card Booking Trends Dashboard Card Product Label Dashboard Card
EXPLORE SMARTFORM QUESTIONNAIRES
SmartForms Overview Creating a SmartForm Questionnaire Editing a SmartForm Questionnaire Sending SmartForm Questionnaires To Your Patients Viewing & Printing Submitted SmartForms SmartForm Consent Form with Signature Sharing SmartForm Templates and Submissions
PATIENT INTERACTIONS
The Patient Portal SmartForm Questionnaires Sharing Documents with Patients Providing Patients Access To Their Medical Records What Are Access Codes?
PRO CHARTING
PRO Charting Features Charting History Working with Measurements Product Recommendations Working with Diagnoses Headings and Smart Lists
ADVANCED COLLABORATION
Sharing Medical Data Between Practitioners Alerts For Important Patient Notes Connecting a patient to multiple offices or practitioners
EXPLORE REPORTING TOOLS
Sales Reports Patient Reports Export Data Purchase Reports Inventory Reports Reporting Overview Schedule Reports
EXPLORE INVENTORY MANAGEMENT
Inventory Management Overview Managing your product list Adjusting Inventory Levels Purchase Orders

Export Data

Export Patient List

Here is how you can generate a Patient List report for export or just simple reporting:

  1. Open the Main Navigation Menu and select Reports.
  2. From the drop down lists at the top of the Reports page, select Patient, and then choose Patient List Report.
  3. Use the available options to configure your report

Patient List Report Options

Patient List Report Options

Export To CSV

If you want to export your report, click on the CSV button at the top of the page to produce a CSV file which you can open in Excel.

If you want to print the report, click on the Print button at the top of the page.