Step 1: Go to Settings > Account Settings > Export Requests
You can also click this link directly: https://seriousmd.com/doctor/app/settings/account/export
Step 2: Choose the type of request
You'll see three options:
Appointments
Patient List (new)
Patient Reviews (new)
Step 3: For Patient Reviews, select a date range
You may select a date range of up to the last 3 months per request.
Step 4: Submit your request
The status will show as Pending while we prepare the file.
Reports are generated at 10PM daily:
Submit during the day → ready by 10PM that same day.
Submit after 10PM → ready by 10PM the next day.
Step 5: Download your file
Once the status changes, click Download. You'll receive a .csv file that opens in Excel or Google Sheets.
That's it. Your export is yours to keep.
Notes
Available on web only.
Patient List exports include
Patient Name (First, Middle, Last, Suffix)
Nickname
Gender
Birthdate
Primary Mobile Number
Email
Address
Patient Reviews exports include and are limited to the last 3 months per request:
Rating
Badge (if any)
Comments (if any)