Export Encounter Lists

Export encounter lists when your team needs a spreadsheet-style copy of current visit data.

Who does this: Clinic administrators and front desk staff.

Steps

Open Encounters.

Choose any status filters, such as Completed or Signed.

Choose the visit mode filter if you only need Telehealth visits.

Review the visible list before exporting.

Select Export CSV.

The downloaded file reflects the filtered encounter list.

Tip: Filter the list first so the export only includes the visits you need.

The export has too many visits. Adjust the status or visit mode filters, then export again.

The export is empty. Clear filters and confirm the visits are visible on Encounters.

Need help? Contact your administrator or reach out to support.