How to Download a List of All Clients

From the Clients window (accessed from Global Navigation), you can download an Excel file of all clients across your organization. The report includes each client’s phone number, email address, system ID, and the date that their profile was created.

To download a list of your clients:

1. Toggle on the Only Active Clients and Only Active Patients filters to display all active client profiles with active patients.

2. Set any additional filters as needed, then select Search. The Client Results grid updates based on your search parameters.

3. Select Download All to generate your report Excel file.

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To download a list of clients active at a specific location, use the Primary Location filter.