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Patients & records · 1 min read · updated 4 Nov 2026

Export a list to Excel

Download any list, such as Patients, Appointments or Bills, as an Excel file.

Set your filters

Open the list (Patients, Appointments, Bills and so on) and set your filters first.

Screenshot of Any list › Export

Export

Click Export, then choose the rows, format and columns.

Reason and password

Some exports ask for a reason and give you a password-protected file.

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