# Find, filter and export your patients

> In Velarya, Clients lists every patient in your practice. Search by name, email or phone, add filters for status, membership, phone, balance or join date, and save the result as a view. Select patients to activate, deactivate, archive or merge them. Staff with Export client lists export the filtered list as a CSV file.

- Source: https://velarya.com/help/find-and-filter-patients
- Who can do this: Every built-in role searches and filters Clients (Client personal info at view). Bulk actions need Client personal info at edit, and Export needs Export client lists (Admins by default)
- Plans: Basic, Scale, Branded, Connected
- Time: 2 minutes
- Last verified: 2026-10-01

## Search and filter the list

The Velarya Clients list holds every patient in your practice, one row each, with their phone number, status and membership, and their wallet balance for roles with **Wallet, points & credits** at **view**. Search and filters narrow it to the patients you need.

1. Select **Clients** in the left sidebar. **All clients** lists every patient, newest first, 10 to a page. Archived patients show struck through, with an archive icon.
2. Type part of a name, an email address or a phone number in **Search clients...**. The list narrows as you type.
3. To filter, select the search box and choose a filter under **Add filter**: **Status**, **Has membership**, **Phone**, **Balance** or **Joined**.
4. Pick a value. The filter sits as a pill in the search box, and each filter you add narrows the list further.
5. Select the cross on a pill to remove that filter.
6. Select a patient's row to open their profile.

![Clients list with the Status filter open: Active, Members, New clients, Inactive and Archived](https://velarya.com/assets/help/find-and-filter-patients/clients-status-filter-7ee7b886.webp)

| Filter | Choices | Lists |
|---|---|---|
| **Status** | **Active**, **Members**, **New clients**, **Inactive**, **Archived** | **Active**: patients whose badge reads **Active**, members included. **Members**: active patients with a membership. **New clients**: active patients without one. **Inactive** and **Archived**: patients with that status |
| **Has membership** | **Members only**, **Non-members** | Patients whose membership is active, trialing, past due or pending, or everyone else |
| **Phone** | **Has phone**, **Missing phone** | Patients with or without a phone number |
| **Balance** | **=**, **>** or **\<** and an amount | Patients by wallet credit, such as more than $50.00, for roles with **Wallet, points & credits** at **view** |
| **Joined** | **Today**, **Yesterday**, **Last 7 days**, **Last 30 days**, **This month**, **Last month**, **This year**, or a **Custom range** | Patients by the date they were added or signed up |

The columns button at the right of the search box sorts the list under **Sort by** and shows, hides or reorders columns under **Columns**, such as **Joined**. [How patient profiles work](https://velarya.com/help/how-patient-profiles-work) explains each status badge.

## Use and save views

A view in Velarya is a saved set of filters, sorting and columns for the Clients list. Five come built in: **All clients**, **Members**, **Non-members**, **New** and **Inactive**.

1. Select the view menu at the top left of the list. It shows the view you're on, such as **All clients**.
2. Choose a view. The list, its filters and its columns change to match.
3. To keep a list of your own, set the filters, sort and columns you want. **Save** appears beside the search box.
4. Select **Save** > **Save as new view**, or **Save as new view** in the view menu.
5. Enter a **View name** and select **Save view**. The view joins the menu, and **Clients** reopens on the view you used last.

![Clients view menu with All clients, Members, Non-members, New and Inactive, and Save as new view outlined](https://velarya.com/assets/help/find-and-filter-patients/clients-views-menu-c046d6c8.webp)

To change a view you saved, open it, adjust it and select **Save** > **Update view**. Hover over a view in the menu and select its three-dot button for **Duplicate view**, which opens a copy named after it. Views you saved also offer **Rename view** and **Delete view** there. The reset button beside **Save** takes the list back to the view as it was saved.

## Act on several patients at once

Bulk actions in Velarya change many patients in one go, for staff with **Client personal info** at **edit**.

1. Tick the box at the start of each patient's row, or the box in the header to select the whole page. A bar appears at the foot of the screen, such as "2 clients".
2. Choose an action in the bar:
   - **Activate** marks the patients **Active**.
   - **Deactivate** marks them **Inactive**, so they can't sign in to your practice in the patient app or book until they're activated again.
   - **Archive** takes them off your active list and out of your practice in the patient app, keeping every record. **Restore Client** brings an archived patient back, and archived patients in a selection keep their status when you choose **Activate** or **Deactivate**.
   - **Merge** appears when exactly two patients are selected, for staff with **Merge duplicate clients** (Admins by default).
   - **Delete** appears for Admins and deletes the patients' profiles for good.
3. Confirm in the dialog: **Confirm Activation**, **Confirm Deactivation**, or the button with the number of patients, such as **Archive 2 Clients** or **Delete 2 Clients**. "Status updated successfully", "Successfully archived 2 clients" or "Successfully deleted 2 clients" appears.

![Bulk action bar on Clients for 2 clients: Activate, Deactivate, Archive, Merge and Delete](https://velarya.com/assets/help/find-and-filter-patients/clients-bulk-actions-4c1f84dc.webp)

[Merge duplicate patients](https://velarya.com/help/merge-duplicate-patients) walks through **Merge**, and [Update, archive or delete a patient](https://velarya.com/help/update-archive-or-delete-a-patient) explains what archiving and deleting keep.

## Export the list

**Export** in Velarya downloads the patients in your list as a CSV file, for staff with **Export client lists**. Admins hold it by default.

1. Search and filter the list to the patients you want, or leave it on **All clients** for everyone.
2. Select **Export** at the top right, a download icon on a phone. Velarya downloads clients.csv with the patients the list holds, across all its pages.
3. Open the file in a spreadsheet. The columns are ID, First Name, Last Name, Email, Phone, Status, Wallet Balance, Reward Points and Joined.

![Clients page heading with the Export button outlined beside Add Client](https://velarya.com/assets/help/find-and-filter-patients/clients-export-button-18b29786.webp)

The file holds your patients' names and contact details, so store it where only your team can open it.

## How does the Clients list behave?

The Clients list in Velarya shows the same patients to everyone on your team, formatted by each person's role.

| Situation | What Velarya does |
|---|---|
| Locations | One list for the whole practice: every patient appears once, whichever locations they visit |
| Names | Follow your role's **Client name visibility**: **full**, **first initial** ("Emily J.") or **first only** |
| Members | Counted from the membership itself: a patient is a member while their membership is active, trialing, past due or pending (assigned and awaiting its first payment), and leaves Members when it ends |
| New patients | A patient you add appears at the top of **All clients** at once. One who signs up in your app, or whom a colleague adds, appears the next time the list loads |
| Record keeping | Velarya logs each time the list is opened (CLIENT_LIST), without the words typed in the search, and each export (CLIENT_EXPORT) with who exported and when |

## If something goes wrong

**"No clients found matching your search."** Nothing matches your search, filters and view together. Check the spelling, select **Clear search** to empty the search box, remove a filter pill, or choose **All clients** in the view menu.

**A patient is missing from Active.** They're inactive or archived. Choose **Inactive** or **Archived** under **Status**, or go back to **All clients**.

**Export is missing.** Your role doesn't hold **Export client lists**. Ask an Admin to export the list for you, or to add the grant to your role in **Roles & Permissions**.

**There are no boxes to tick.** Bulk actions need **Client personal info** at **edit**, which Service Providers don't hold by default.

**Merge isn't in the bar.** Select exactly two patients. **Merge** also needs **Merge duplicate clients**, which Admins hold by default.

## Frequently asked questions

### What is in the patient export?

The Velarya export is a CSV file named clients.csv, with one row per patient from the list you exported, in the order the list shows them. Its columns are ID, First Name, Last Name, Email, Phone, Status, Wallet Balance, Reward Points and Joined. It follows your search and filters, so filter to members, a join date or a balance first to export just those patients.

### Why does the list show a first name and initial instead of a full name?

Your role's Client name visibility is set to first initial, so Velarya shows names such as Emily J. on the Clients list and on profiles. The first only level shows the first name alone, and full shows the whole name. An Admin sets it for each role in Roles & Permissions, and How patient privacy works covers the other patient grants.

### Is exporting the patient list recorded?

Yes. Every export adds a CLIENT_EXPORT entry to your practice's Audit Log with who exported and when, and Velarya's record of it keeps how many patients the file held. Opening the Clients list is recorded too, as CLIENT_LIST, without the words typed in the search box. Exporting needs Export client lists, which Admins hold by default and can add to any role.

### How do I list only members?

Choose the Members view at the top left of Clients, or add the Has membership filter set to Members only. Velarya counts a patient as a member while they hold a membership that is active, trialing, past due or pending. The Members view leaves out inactive and archived patients, and Non-members lists everyone without a membership.

### Does the Clients list show patients from every location?

Yes. Clients is one list for your whole practice, because Velarya keeps one profile per patient across every location. Staff at any location search the same patients and open the same profiles. Appointments and sales are still recorded at the location where they happen, while notes, tags, wallet credit, points and membership stay with the profile.