1. Access the Patient(s) tab in the left navigation to view the patients list of the facility.
2. Click the (...) button and select download PDF or download CSV or Detailed CSV.
3. After clicking either of the options, the Download PDF or Download CSV file will appear in the download tray. Click the file to download it once it is ready to download. When clicking the Detailed CSV the file will get downloaded automatically without going to the download tray.
4. Click the download PDF option to download the patient list as a PDF file. The information in the file includes - Client ID (unique identifier), Patient Name, Waitlist, Waitlist Date, phone, DOB, Gender, Supervising Provider, Insurance, Region, Status, Address, City, State, Zip, and Email.
5. Click the download CSV option to download the patient list as a CSV file. The information in the file includes - Client ID (unique identifier), Patient Name, Waitlist, Waitlist Date, phone, DOB, Gender, Supervising Provider, Insurance, Region, Status, Address, City, State, Zip, and Email.
6. Click the detailed CSV option to download the patient list with detailed information from the Staff Bio section as a CSV file.