Data Export & CSV
Export a patient list, an appointment range or your billing reports to CSV.
Data Export
Each export lives on the page that owns the data. There is no single button that exports the whole clinic at once.
Available Exports
- •Patient list (CSV) — on the Patients page, tick the patients you want and choose Export from the bulk actions. The file covers the patients you selected, with first name, last name, email, phone, date of birth and status. Requires the patient-export permission.
- •Appointments (CSV) — on the Calendar page, open the report dialog and pick a date range. The file covers every appointment in that range, including deleted ones and who deleted them. Requires the reports permission.
- •Billing reports (CSV) — the income journal in Billing reports, and the revenue breakdowns on the Analytics page.
- •Single patient record (PDF) — open a patient and choose Export record. This is the format to use for a patient who asks for a copy of their own record.
Export Format
- •CSV files have a header row, UTF-8 encoding and one row per record. Column headers are in English in both languages; when opening a Hebrew export in Excel, choose UTF-8 on import so the text renders correctly.
- •The patient record export is a PDF, not CSV.
What is not exported
Clinical notes, documents and images, and the Settings → Activity audit trail are not part of these exports. If you need data that is not listed above, contact support.