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Exporting Client Data

Exporting client data allows you to create backups, generate reports, or transfer records when a client transitions to another provider or system.

How to Export Client Data​

  1. Open the client's record.
  2. Click the Actions menu or the Export button.
  3. Select the data you want to export — full record, clinical notes, billing history, or specific sections.
  4. Choose the file format (PDF or CSV).
  5. Click Export to download the file.

Bulk Export​

To export data for multiple clients:

  1. Go to the Patients section.
  2. Use filters to select the client group you want to export.
  3. Click Export and follow the same steps as above.

HIPAA Considerations​

All exported files containing Protected Health Information (PHI) must be handled securely. Ensure exported files are stored in encrypted locations and shared only through secure, authorized channels.