ORALZY
How-to

Patient list Excel me kaise nikale?

Insights → Reports → All Reports → "Patient Intelligence" → "Patient List" (UHID, naam, phone, gender, age, DOB, patient since, referred by; naye pehle) ya "Contact List" (naam, phone, email, address, UHID; naam ke hisaab se A–Z). Phir "📊 Excel" dabao, CSV file download hoti hai jo Excel me khulti hai.

Where in ORALZY: Insights → Reports → All Reports · Reports page: "Patient Intelligence" → "Patient List" / "Contact List"

Screen par table ki pehli 200 rows hi dikhti hain aur neeche likha aata hai "showing first 200 — use Export Excel for the full list"; Excel file me saare patients hote hain. Ye dono list sab staff khol sakte hain, date range nahi lagti (poori clinic ki list). Poore data ka backup jaisa CSV (patients, bills, appointments) owner/admin Setup → Admin → Audit Log → Data Export se bhi le sakte hain. Mobile: Insights → Reports → "👥 Patients" → "Patient List" / "Contact List" → "Excel" share karta hai.

Quick steps

  1. Insights → Reports → All Reports → "Patient Intelligence"
  2. "Patient List" ya "Contact List" chuno
  3. Data aane ke baad "📊 Excel" dabao
  4. File Excel / Google Sheets me kholo

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