Legacy Export Tool

3p Audience:

Providers that used the previous legacy version of our software that did not migrate to our latest software.

release_alert Are you a Migrated customer?

If so, we've made it extremely easy to access your legacy data. format_list_numbered Click here for those steps

This article walks you through how to use our legacy export tool to download and store all your data from your legacy account in a .zip file.

In this Article:

Access Legacy Export Tool

To access the export tool cloud_download click here

Log In

Clicking the link above will bring you here. First we require you to log in:

  • Enter your username and primary password for your legacy account (no secondary password)
  • Choose your verification type: Email or Text
  • Enter your email or phone number
  • Click

brightness_alert Issues Signing in?

If you are unable to sign in please reach out to support and we can assist with retrieving your data.

outgoing_mail support@therapyappointment.com

Verify Identity

Depending on your verification type, you'll receive either an email or text with a 6 digit number:

mail Email example:

Enter the code and click

⚠️ Didn't get the email or text?

Click (below the continue button)

Download Files

Once verified, we take you to the download step.

  • An owner will have access to all providers depending on how your group is configured
  • Providers will only have access to their own file(s).

Here's an example of what an owner would see:

  • To show the available files for download, click the

  • Then click

⚠️ You should then be prompted by browser to save the download, or it will be automatically donwloaded to your browser's default download folder

movie Video of a solo provider:

error Don't see anything listed?

If you click on an admin or supervisor account, or we haven't processed this provider's export yet you'll see this message:
If you don't see it listed and it's a provider account, please reach out to support and we can help!

🎉 Congratulations

Your zip file has been downloaded!

  • Download any additionally needed files (owners)
  • When finished, click the bottom right button

shield_lock Note:

Once any of this data is downloaded to your local computer, TherapyAppointment is no longer liable for its security. You must maintain the proper security over the downloaded data yourself, in line with HIPAA and HITECH regulations concerning the electronic storage of Protected Health Information.

It is suggested that you encrypt and password protect any files downloaded to your local device. For any further questions about how this can be done, please consult a legal/IT expert to ensure you remain HIPAA compliant when storing your client's PHI.