If you're collecting patient consent for your privacy policy (which you can record in Cliniko directly, or give your patients the option to consent when booking online), you may need to run a report to see who has or has not yet consented.
Cliniko's data exports tool will allow you to easily acquire a list of who has (or hasn't) consented to your privacy policy! 🙌
See which patients have accepted your privacy policy
This function is currently only available to administrators.
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 Download button:
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).
Column AU will be titled "Accepted Privacy Policy", and it will say Yes if you've marked someone as "Accepted", or "No" if you've marked tham as "Rejected" or "No response":
You can use your spreadsheet program's filtering tools to show only rows that say "Yes" or "No", and that will give you the list of patients you're after! 🎉
The functions might be a little bit different depending on what program you're using (or what version you're using), but as an example, here's how you would filter using Excel 2016 on a Mac:
If you show all "Yes" rows, that would give you a list of which patients had been marked as "Accepted". If you show all "No" rows, that would give you a list of anyone who was marked as "Rejected" or "No response".
You can use the Patients export to get a lot of other handy information, as well! Head on over here to learn more.
🚨 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.