Once a Client Search has been generated, the Client List search results can be exported from the Actions menu. Updates have been made to these exports.
Two new exports are available for the purpose of communication with different audiences i.e. Primary Contacts and Billing Contacts.
Please see this section
of the new ‘Client Search’ article for more information.
It is important to note that the last three downloads in the list will be decommissioned in an upcoming upgrade, as they were designed to assist providers with the required templates when transitioning to the NDIS.