You can download and export the patient lists from Cubiko as a .CSV file (Excel).
Our patient lists in Cubiko contain the Best Practice internal ID as well as Patient email and phone numbers , which can be used when the Patient Contacts feature is enabled.
Once downloaded, these lists can be used by the practice to send communications to the selected patients via their third-party software providers.
Automed and HotDoc require the internal ID. Health Engine use mobile number or email address.
You can refine and sort the data in the table before or after download, or print for your team members or save it as a .XLSX file in Excel for future access and use (saving to this file type will enable you to save any formatting you have done).
TOP TIP! If you use HotDoc you can read more about how to upload your .CSV file to use in a Broadcast SMS here.
The sections in this article include:
Downloading a .CSV file
Follow the steps below to download your .CSV file from Cubiko:
1. Navigate to the metric you would like to download the patient list table from
2. Use the filters in the sidebar to refine the data in the patient list table as required
3. If required, select download contact details to load additional details required (e.g. phone number, email address)
4. Remove or add columns you want to include in the download by selecting choose columns,and selecting the columns you want to include 
5. Click the export icon, and select the csv export option to download
6. Your .CSV file will save to your Downloads folder on your computer. Navigate to this folder to find the file. It may also pop up on your internet browser that it has downloaded.
7. You can rename the file for ease of reference for the next step to upload to your third-party software application.
Optimising your file for printing
Open your downloaded .CSV file from the Downloads folder on your computer. We need to complete some formatting to ensure the file will print so it is readable.
The first step is to expand any columns so you can read the full text. Click and drag the columns in the headings so the text is fully visible. It is also a good idea to delete any columns you don't need to assist in fitting the data on the width of one page.
You can also sort and refine the list further, if need be, using the Sort and Filter functions on the toolbar in Excel.
Once your list is ready, go to File > Print. Choose the following options on the screen to optimise your file for printing:
- Orientation: Landscape
- Scale to fit: 1 page wide by X pages tall. Choose 1 page tall if you only have a small number of rows or you can choose 2 or 3 pages depending on the size of the list you have.
- Margins: Narrow Margins
Your Print Preview in Excel will show what the output will look like once you have chosen your desired options.
Once you are happy with the layout, press the Print button.
Saving your .CSV file as a .XLSX file
Open your downloaded .CSV file from the Downloads folder on your computer.
Select File > Save As.
Choose from the File Format drop-down options the .XLSX format. You can also rename your file on this screen too.
Saving to this format will ensure any further formatting changes you make to the file will be saved for future use.