How can I export financial data?

Luminello allows clinicians to export financial and detailed summary reports in PDF and CSV formats. Read on to learn how to export financial data.

1. From your main dashboard, click on "Financial." 

2. Go to the "Financial Summary" section, and toggle to "All Transactions."

3. You can filter the data you want to export by clicking on "Filter List." Save your filter by clicking "Apply." 

4. You can filter specific patients by typing the first few letters of the chart's name on the search bar and picking it from a list. 

5. Check the box at the top to select all the transactions. 

Or...

5. Check the box next to each transaction you want to export. 

6. Click on the "I want to..." drop-down, go to "Export," and choose your desired type of financial export and format. 

Note: The billing codes for all transactions are displayed in the "Detailed" report but not in the "Summary" report. 

If you have any questions, please contact us.

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