Overview
The Exports feature allows you to extract patient and inventory data from your system. You can apply various filters to customize your patient data exports and download stock information.
Patient Data Export
Filter Options
You can filter patient data by multiple criteria which are applied cumulatively (using AND logic unless specified):
- Filter by when last attended: Select a timeframe from the dropdown menu
- Filter by date joined: Choose when patients were added to your system
- Filter by address: Enter street, suburb, or postcode information
- Filter by Tag: Select one or more patient tags
- Choose between AND/OR logic for multiple tags
- Filter by default practice: Select a specific practice location
- Filter by practitioner seen: Choose a specific practitioner
- Include archived patients: Option to include archived patient records
Export Actions
- Export patients: Creates a CSV export file based on your selected filters
- Save to memory: Stores your filtered patient selection for use with the Bulk SMS tool
Stock Export
- Click the Export stock button to download a list of all active inventory items in your account
Exports for Download
This section displays a list of your previously created exports:
- Type: Indicates whether it's patient or stock data
- Date: When the export was created
- Status: Current state of the export (Completed, Processing, etc.)
- Actions: Download or Delete export files
Additional Options
- Rows Per Page: Control how many export records are displayed per page