Export your patient email list from Cloud 9

Build a Data Miner report of patient contact details and download it as a CSV.

Before you start

Cloud 9 open in your browser, signed in with a user who can use Reports and Data Miner.
Decide whose email you want: the patient's, or the parent's (the responsible party's). In orthodontics it is often the parent's.

In the blue bar across the top, click Reports, then choose Data Miner.
Image: Cloud 9 Support. Temporary until we add our own.
Click the white plus on the blue button at the top left to start a new Data Miner.
Image: Cloud 9 Support. Temporary until we add our own.
Open the View menu and choose Patient Contact Info. To email parents, choose Patient ResponsibleParty Contact Info.
You need a view with contact information to get email addresses.
Image: Cloud 9 Support. Temporary until we add our own.
In View Columns, tick the columns for first name, last name and email.
Scroll the list to find them. Columns you tick appear as results.
Screenshot coming
Set a filter so you only include current patients, such as Patient Status.
Filters are on the right. Tick the Patient Status column, then add the statuses you want.
Screenshot coming
Click Run (the circling arrows). Check the number of records at the bottom looks right.
Screenshot coming
Click the cloud button with the down arrow and choose CSV.
Screenshot coming

You should now have

A .csv file with one row per patient or responsible party, with first name, last name and email.

If something looks different

The Download button is greyed out: It only turns on after you click Run and the report returns results.
The report is empty: Your filters may conflict, or nobody matches. Remove a filter and run again.
I need the exact column names: They are in the View Columns list for the view you chose. Tick any with email in the name. Tell us what you find and we will update this guide.