ADMIN PANEL - EXPORT CLIENT INFORMATION
* Only Clinical Administrators have access to the Admin Panel. In this module, they can export all client information to a csv file. *
1. Click "View Admin Panel"
2. Click "Facility" tab
3. Click blue "Export" button
4. Click "Ok" to continue
5. Once a green message appears that says "Export Complete" click "Close"
6. Click "View Facility Files"
7. Click "View" for the file titled "Client Export" with the correct date & time
8. The export will download to your computer as a csv. file
Important things to note:
To include Inactive clients in your export, check the box that says "Include Inactive Patients" before clicking "Export" otherwise only Active clients will be included in the export.
Once the file has been downloaded to your device, you can utilize basic Excel features to filter and sort.
Comments are closed.
Write something about yourself. No need to be fancy, just an overview.