If you need to get a list of all your patients, Cliniko makes it easy to do so! You can export a CSV spreadsheet that contains your patients' contact details, as well as some other handy information, like when their last appointment was, who their referring doctor is, and more.
This function is only available to administrators.
Export your patients from Cliniko
To get started, head to Settings, and then Data exports:
Select "patients" as the type of data to export, and select your date range:
The date ranges filter by the dates that patients are created (added into Cliniko). If you want all of your patients, select "Any time" to "Any time", 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 wait—you can navigate to somewhere else, and then come back here.
Once your file is ready, click the link to download the spreadsheet:
This will download the file to your computer (it will have a name like Patients-Cliniko-20180123.csv). It will be in a CSV format, which means it can be opened in most spreadsheet-reading programs (such as Excel).
Here's a preview of what it will look like:
Anything that's relevant to your patients will be in this spreadsheet. There are a whole lot of columns, ranging from their first name to the type of appointment reminders they receive! This will allow you to sort your patients by pretty much anything you can think of! 👌
There are a lot of handy reports and data exports you can get through Cliniko—check them out here! 📝
🚨 IMPORTANT: If you plan to filter your results in a spreadsheet tool (such as Excel, Numbers, Google Sheets, etc.), make sure to delete the filtered rows if you're providing the file to someone else. Filtering by itself does not delete any information—it simply hides it from the current view.