How do I export the patient/client roster?

Here's how to export your patient/client roster in Luminello. 

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

2. Go to the "File Cabinet" section, and toggle to "Roster."

3. Click on the drop-down at the top of your roster, and select the appropriate option.

  • Apply to all: This option will select all the charts in your roster.
  • Apply to this page: This option will select all the charts on the existing page.

4. Go to the "I want to..." drop-down, and choose "Export to CSV." 

5. Your roster will be downloaded to your computer as a CSV file containing the following information. 

  • Demographic info. 
  • Insurance info. 
  • Balance due.
  • Listed diagnosis.

If you have any questions, please contact us.

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