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