How do I export data?

Exporting your data is a quick and easy task!

⚠️ Note: The Owner role is required to manage export access. Managers cannot adjust this.

In this Article

Enable Data Export

The first step is that the owner must enable data export for a provider's account.

Additionally, you can manage non-provider account access to the data export as well. An example of this would be a manager / front office member that would need to export data.

To do this as an owner, navigate to:

  • Practice Settings (left menu)
  • Staff (top tab):

  • Click on the account you wish to allow access to export
  • Locate the Data Export section
  • Click  to allow this user to export data in the system:

⚠️  Note: If you need to disable you can return to this section and click Disable Export:

Export Data

Once enabled by the owner, log into your therapist account, and follow these steps:

  • Go to My Profile (left menu)
  • Locate the "Data Export" section.
  • Then follow the steps down below the image:
⚠️ Note: If you are a practice owner or manager and you would like to export the data for any of your providers, you can do so by following these steps:
  • Go to Practice Settings (left menu)
  • Click the Staff tab
  • Click on the name of the provider
  • Locate the "Data Export" section.
  • Then follow the steps down below this image:

To Begin Export:

Beneath each export type includes a description, and two action buttons - Download and Start/Re-Export:

  • Select Start (or Re-Export) which prepares and creates the file on our end
  • Refresh the screen (ctrl+r or cmd+r, or manually click your browser's "refresh" button)
  • Then click Download in the section you want to download the file locally to your computer
  • The file will download to your browser's set default download folder, unless prompted

📁 Export Options

Most exports are provided as a CSV file, which can be opened by any spreadsheet type program (Excel or Numbers), and further explained below:

Export Type Description
Client Appointments All your appointment details like name and date / time (CSV)
Client Charts Download of ALL client charts (HTML within CSV) - This is only available to owners, record custodians and the specific provider
Client Contacts Any client contacts added (CSV)
Client Files Any uploaded attachments (original filetype) or completed forms (CSV) - (all within a ZIP file)
Clients Demographic details of all your clients (CSV)
Insurance A spreadsheet of insurance companies accepted (CSV)
Insurance Policies & Benefits Client insurance policies, benefit confirmations, and precertifications (CSV)
Treatment Plans List of client treatment plans (CSV)