How do I export data?

Exporting your data is quick and easy!

First, log into your therapist account and click on My Profile from the left-hand menu, and scroll down to locate the 'Data Export' section. A variety of data can be exported, such as 'Clients', 'Client Contacts', 'Insurance Policies & Benefits', and more.

If you are a practice owner and you would like to export the data for any of your providers, you can do so by navigating to the Practice Settings section, clicking the Staff tab, clicking on the name of the provider, and then scrolling down to the 'Data Export' section of their profile page.

To begin, first select Export (or Re-Export) which prepares and creates the file on our end, then click Download to download the file locally to your computer (typically the default downloads folder for your browser, unless prompted).