Your Patient List allows you to view all your patients, navigate to their profiles, and use it as a database to search, filter or download.
To access the patient list, on the sidebar, click Patients > Patient List.
Note
Practitioners on Personal Access settings can only view their own patients in the Patient List.
Your Patient List can be customised to display only the information you want, in the way you prefer.
To customise your Patient List, you can:
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Rearrange columns: Click and drag column headings to the position you want.
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Select information to display: On the right side of the list, click the Columns panel to select which columns you want to display in your Patient List.
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Sort the list: Click on the column headings to sort column data.
Tip
Any list on Halaxy can be searched, filtered, sorted, printed and downloaded! For more guides on customising your Patient List, see our article: Manage your lists and reports
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Export to PDF: Use these options to export the list/report as a PDF to print or save.
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Export to CSV: Use these options to export the list/report as a CSV spreadsheet file.
Important
Because patient lists can have thousands of records, printing all records at once may cause your account to time out or slow down. Due to this, patient lists are designed to print or export only what is on the current page onscreen. This includes the number of entries on the page, any filters used and columns enabled. If you have a large volume of patient records, it's recommended to set the list Height to Auto size, which allows you to print or export 500 records at a time.
Tip
If you are using Mailchimp to send newsletters and campaigns to your patients, you can export your Halaxy Patient List to create a Mailchimp audience. For detailed instructions, see this article: Connect Mailchimp
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