GuidesData ManagementExport Patient Data

Export Patient Data

Export your clinic’s patient records in CSV or Excel format for external use or backup purposes.

Prerequisites

  • ClinicAdmin role, or staff with import_export permission
  • Access to the Patients module

Steps

  1. Navigate to Patients from the main navigation menu.
  2. Click Export to open the export dialog.
  3. Select the format:
    • CSV — comma-separated values
    • Excel — .xlsx spreadsheet
  4. Click Submit to queue the export.
  5. The export runs in the background — you will receive a notification when it’s ready.
  6. Download the exported file from the notification or export history. The download link is available for 7 days.

Notes

  • ⚠️ Deferred feature — this functionality will be available in a later version.
  • The export is processed asynchronously to avoid blocking the UI for large datasets.
  • The download link expires after 7 days.
  • Export includes all patient records accessible to the requesting user (scoped to their clinic).
GoHighLevel CRM IntegrationExport Invoices