Legacy Export for Migrated Users

If you migrated to our new system, your legacy data will be available under your profile!

3p Audience:

Providers that used a previous version of our software (legacy), that migrated to our latest, newest software.

In this Article:

  • First, the owner must enable export access for a staff member
  • Then that staff member can export data on a per-provider basis

Please read on for the steps to export this legacy data.

Owner: Enable Data Export

The owner must first enable data export for a staff member's account. This can be done for both administrative staff and providers.

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:


Legacy Export Download

Once exporting has been enabled by your owner:

person As a Provider:

  • Click My Profile (left menu)
  • Find the section Data Export
  • Underneath that find the subsection Legacy Data
  • Click the filename to download the compressed zip file:

⚠️ Your legacy data will be downloaded to your browser's default download folder

shield_person Are you a Manager or Owner?

To access a provider's legacy data export:

  • Click Practice Settings (left menu)
  • Click Staff (top tab)
  • Click on the name of the provider
  • Find the section Data Export
  • Underneath that find the subsection Legacy Data
  • Click the filename to download the compressed zip file:

⚠️ Your legacy data will be downloaded to your browser's default download folder