/Patient Data Export (XLSX)
Data & Export

Patient Data Export (XLSX)

by Smileworks Team · v1.3.0

Exports a full or filtered patient list to Excel with demographics, visit history, and financials.

#export#excel#data#backup#patients
Free · ~3–8 min

Rating

4.4 / 5

66 reviews

Uses

3.0K

all time

Est. Time

~3–8 min

per run

Updated

Sep 15, 2025

v1.3.0

Screenshots

Export Configuration

Patient Name

Sarah Johnson

Date of Birth

1988-04-12

Insurance ID

DLT-8820-4471

Provider

Dr. Mike Torres
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About this task

Exports your patient database to a structured Excel workbook. Choose from full export or filter by date range, provider, insurance carrier, or activity status. The workbook includes separate sheets for demographics, appointment history, treatment history, and financial summary. Useful for analysis, migration, or backup purposes.

How it works

1

Select export scope: full database or filtered subset

2

Apply optional filters (date range, provider, insurance, status)

3

Extract data from iDentalPro patient module

4

Structure into multi-sheet Excel workbook

5

Apply column formatting and freeze header rows

6

Save to configured output location and optionally email

Reviews

4.4
66 reviews
5
1
4
1
3
0
2
0
1
0

100% of reviewers gave 4 or 5 stars

IW

Iris West

Data Analyst

Oct 25, 2025

Clean, well-structured output. Saved days of manual data compilation for our annual review.

MB

Marcus Bell

Office Manager

Sep 20, 2025

Works perfectly for our use case. Wish it had a CSV option too but Excel works fine.

Patient Data Export (XLSX)

Free · ~3–8 min · Data & Export