Help Center Membership Management: Patients and memberships Export to CSV
Export to CSV
Where: Members → Export CSV (this jumps to Admin → Settings → Data), section Export to CSV. Who: people with Export patients, orders and follow-ups to CSV (owner and admin by default), and only if your plan has CSV import & export.
The page says: "Patients export uses the same columns as the import template first (so an exported file imports back unchanged), followed by the portal's own columns, status, reorder, follow-up, medication. Files contain patient information: keep them inside the clinic."
Controls
| Control | Choices |
|---|---|
| What | Patients & memberships, Orders, Follow-up attempts. |
| Memberships (patients only) | Current (not cancelled) (default), [Active] (paid up to date), [Suspended], [Payment failed], [Frozen], Everything, including cancelled and archived. Archived patients are only included with "Everything". |
| Due from / From and To (orders and follow-ups) | A date range. For orders it is the due date. Leave blank for all. |
| Membership type | All or one type. |
| Download CSV | Builds the file and saves it to your computer's Downloads. While it works it says Preparing…. When done: "N rows saved as [file name]." The file name has the kind of export and today's date. |
Every download is written to the clinic's audit log with its row count.
The patients file has the import columns first, then: the portal's patient id, EMR status, payment status, source (manual or EMR), the EMR membership id and plan name, whether reorders are on, auto-reorder, reorder interval, current order status, due date and overdue, whether follow-ups are on, next follow-up, last follow-up and outcome, "not reached", medication, medication pharmacy, medication source, note count, archived, and last sync time.
Questions people ask
Q: The Export CSV button just took me to Settings.
A: That is on purpose. The export lives in Admin → Settings → Data.
Q: My export is missing archived patients.
A: Pick Everything, including cancelled and archived.
Q: Is it safe to e-mail the file?
A: The file has patient information. Keep it inside the clinic.