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.