Exporting Appointments

Training Tip - Automatic backups can be set up to contain the next seven days' appointments data, see Preferences - Backup for details.

You can export an Appointments list to either PDF (printable) or CSV (spreadsheet) format.

To export the appointments for a clinic list on a specific day:

  1. From the Reception View screen, select the day required and filter to the clinic lists required.
  2. Select Options and then Export Appointments.
  3. The Export appointments screen displays:

    Complete as follows:

    • Select Export Type – Select from:
      • PDF - Tick to create a printed list.
      • CSV - Tick to export the appointments into a spreadsheet, for example Microsoft Excel.
    • Include all comments in exported file (optional) - Tick to include any appointment comments in the export.
  4. Select Save as and the Save As screen displays. Select where to save the file to and give it a name:

    5. Note - The file name automatically populates as NHS Confidential, update it manually if required.

  5. Select Save to return to the Export appointments screen.

  6. Tick Acknowledge confidentiality requirement to agree that you understand the requirement:

  7. Select Export and the Export Complete screen displays. Select OK to close:

Note - Applying a filter and completing the above steps allows you to export a custom range of appointments, see Applying or Editing Filters for details.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.