June 4, 2014
You can export any report out of Clinic Essentials to use for multiple purposes, such as manipulating the report to extract specific data or exporting patient email addresses to use in a third party software.
- Open Reports or “Print Appointments” at the top of your scheduler/patient information screen
- Select the report you wish to export, and select the appropriate parameters (date range/ practitioner)
- Click Preview
- At the top left of the preview screen, select the export option
- Export as: Excel
- Destination: Disc
- Click Export
- The report will export to your desktop in .xls format
You can then manipulate the exported document to display the information you require.
Return to Knowledge Base