Export patient cases

Get a list of all your cases so you can review all case information at a glance.

Emily avatar
Written by Emily
Updated over a week ago

If you use patient cases, a quick way to get an overview of all case details at once would be to run a data export. This will provide you with a spreadsheet that includes details of which patient each case it assigned to, when it was issued, when it expires, and more.

Export patient cases

Head to Settings, and then Data exports:

Under Data to export, select "patient cases":

If you need to export all of your cases (as opposed to ones from a specific date range, select Any time to Any time under the date range field (this will make the fields appear blank; this is okay!), as in the example below.

Click the Export data button, and your file will be generated.

Depending on how much data is in your export, it might take a few minutes to generate! You don't need to stay on this page while you waityou can navigate to somewhere else, and then come back here.

Once your export is ready, click the file name to download it:

That's it! ✨ Your resulting spreadsheet will look something like this, and will let you see when each case was issued, if it's a referral, any relevant notes, and more:

For more information on patient cases, head over here!

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