A CSV file can be created and downloaded for any of the following:
- Medicals
- Schedule
- Appointments
Downloading appointments and schedule CSV files is an ability assigned to Admin Users by default. This ability can be assigned to other users by your account Admin if required.
Medical CSV download is an extra ability which can be assigned as required by your account Admin.
Medical CSV files columns questions_in, measurements_in and lab_results_in will return a numerical value of % complete.
Downloading a Medical CSV
- From the top bar click on Medicals > select Medicals, select all relevant filters > click Filter.
- The number of records found and a list of medicals that meet the search criteria will be displayed, with a maximum of 10 listed on each page.
- Click Download CSV.
If a search returns <100 medicals, the CSV file will be generated immediately.
If a search returns >100 medicals, the CSV file will be generated in the background and a link to download the CSV will be emailed to the user.
Downloading a Schedule CSV
- From the top bar click Schedule > select Schedule > navigate to the required date > select any relevant filters in the drop-down menu on the left > click Apply Filter.
- In the top right corner, click Download CSV.
Downloading an Appointments CSV
- From the top bar click Schedule > select Appointments > select all relevant filters > click Filter.
- The number of records that meet the search criteria will be returned. By default, the first 50 appointments will be displayed.
- To download up to 1000 appointments in a single CSV, adjust the page size to a value greater than the number of appointments that meet search criteria. Click Filter again to change the page size.
The maximum size of an appointment CSV is 1000.
Medicals, schedule and appointments CSV files will contain client personal information. Privacy and confidentiality procedures must be adhered to with downloaded data.
If you do not have the option to Download CSV, please contact your account Admin to review your administrative abilities.