Patient Lists can find patients matching specific criteria, you can then send communications to those patients in bulk by email, text message, letters, or exporting the search results.

Printing Patient List Results

⚠️Note: To comply with GDPR, marketing-type communications should only be sent to patients who have explicitly opted to receive those communications. You should not send to patients who have explicitly opted out or made no choice.

💡Tip: Printed lists will become outdated quickly, as the information will not be updated if it changes.

1. Go to Administration - Patient Lists - View Saved Lists.
   • Select the list you wish to view, then open the list or double-click the list.
   • Alternatively, create your new list, then have the search results open on screen before proceeding.
2. Click the Print option at the bottom of the Patient List to open your printing options.
   • After clicking this option, you can select various printing options as well as choose to Print, Preview, Email and Export.
     💡Tip: Hover over the buttons to view the descriptions of each and select the one with the tooltip: Print Patient List.
3. The selected list will now print.

Print the Selected Entry

1. Go to Administration - Patient Lists - View Saved Lists.
   • Select the list you wish to view, then open the list or double-click the list.
   • Alternatively, create your new list, then have the search results open on screen before proceeding.
2. Click the Print option at the bottom of the Patient List to open your printing options.
   • After clicking this option, you can select the patient details that you wish to print as well as choose to Print, Preview, Email and Export.
     💡Tip: Hover over the buttons to view the descriptions of each and select the one with the tooltip: Print the Selected Entry.
3. The selected patient information will now print.

Exporting into a spreadsheet format

If you wish to use your own mailing house or have an alternative reason for creating a patient list, the Export List option will provide you with the Patient List results in a spreadsheet.

1. With a list populated with patients open, click the Export List button at bottom of the screen.
2. This will open the Save As option in Windows File Explorer.
   • Select a location on your computer to save the export
   • Enter a File name for the export
   • Selecting the correct Save as type is important as this will alter what functions are available after exporting, .csv will allow you most functions you require as well as this being readable by most spreadsheet programs
   • Click Save once all options have been entered
   • A progress bar will appear on screen as EXACT exports the Patient List into the chosen file format.