How do I export the patient/client roster in my group?

In a Group practice, only the Owner and Super Admin roles have the ability to export the patients'/clients' rosters from ''Charts.'' (Note: The demographic info, Insurance info, balance due, and last listed diagnosis from the charts will be exported). Here's how:

1. Under the "Owner" tab, select "Charts." 

2. Under Roster, click on the dropdown arrow next to "NAME." You have two (2) options available:

• Apply to all
• Apply to this page

This example assumes that you wish to export your entire roster, so click on "Apply to all."

3. Scroll up to the "I want to..." drop-down menu, and select "Export to CSV." 

4. The roster will be downloaded as a CSV file to your computer. 

If you have any questions, please contact us.