Patient Finder: Exporting a List

Learn the steps to export a Patient Finder list created in your Analytics module

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Exporting Patient Finder lists can be a useful technique for data validation and can allow you to save lists directly to your computer. This article will detail how to go about exporting lists from the Patient Finder.

This is part of the Analytics Module. If you are interested in learning more, CLICK HERE to request a demo!

How to Export a Patient Finder List

  1. Open the desired patient finder list

  2. Select all patients by clicking on the checkbox at the top of the list, or select a few patients by clicking on the checkbox next to each name

  3. In the upper right hand corner click Actions, then click Export Table

  4. From here, enter an Export Name for the list that you are exporting and either select to show the Currently Displayed Columns or All Columns. All Columns will show all columns available from the list. Then click Save at the bottom

    1. Currently Displayed Columns will show you the patient information columns that you have selected to appear in the Edit Table button

  5. To view the exported file, click on Exports under the Patient Finder icon. Here you will see a list of all recent exported tables

  6. Click Download if would like to download the file to your computer or click Remove to delete any previous exports

Note: Once you have exported a list, the exported file will not be updated past the exported date and time. Exported lists of patients will not automatically update like the live, dynamic version available in your Analytics dashboard. Exported lists are set files. We recommend you export the list again if any changes have occurred.

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