PharmacyCopilot Docs
ClinicalPatient Management

Exporting Patient Data

Download your patient list as CSV or JSON.

Starter+

Export your patient list from the Patient List & Search page.

Formats

  • CSV (default) — opens directly in Excel/Google Sheets
  • JSON — for importing into another system or a script

What's included

MRN, first name, last name, other names, phone, email, date of birth, gender, blood group, genotype, state, and address — up to 10,000 records per export, sorted alphabetically by last name.

Clinical data (notes, medications, visits, and so on) isn't included in this export — it's a demographic/contact export only.

The export respects your own visibility scope — if your account only sees patients you created or patients at your location, the export reflects the same scope, not the whole workspace.

Next steps