Creating a List of Patients
If you need to generate, print, or export a list of patients, their DOBs, addresses, email addresses, or phone numbers follow these instructions:
1. Use the "Clinical / Demographic Search" to retrieve the list of patients. This report can be accessed from the Reports dropdown menu on the top-left of your screen.
2. In the report, enter your desired search criteria to select the list of patients. For example, if you want a list of all active patients, simply leave "active" checked over on the far left side.
3. If you want a list of patients assigned to a current physician, you can search for patients by specific clinician in the "Primary Clinician" field.
4. After you have addressed all desired fields, click the button at the top.
5. A list will generate based on the criteria you entered. In this example, I chose active females with a primary physician of a clinician.
6. From here, you can either choose the option to print your list, or you can choose
and the then go to the Upload Site to get the file. You will receive options of what information you want to export.
For more information on the export process, see our Knowledge Base Article.
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