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How to export clients lists from your practice

Guide

  1. Go to Clients, then click Export Client List at the bottom left
  2. Optionally, select one or more Practitioner options
  3. Click Export, then follow your device's on-screen download prompts

Notes

  • Exporting clients requires the Export client list permission, which can be assigned by a superuser

Video


Related

  • How to view and print a client file in ClinicSense
  • How to view, print, download, and email completed forms
  • How to view, print, download, or email treatment notes
  • Understanding Office staff permissions in ClinicSense
  • Understanding Practitioner permissions in ClinicSense

Articles in this section

  • How to import clients and other data
  • How to send an email to a specific a client
  • How to view and print a client file summary
  • How to easily merge duplicate client files
  • How to add, view, edit, and delete memos
  • Managing clients who share an email address
  • Uploading attachments to client files
  • How to delete a client file from your practice
  • How to export clients lists from your practice
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