Exporting your data
You own your records. Export clients, notes, and practice data in standard formats at any time.
You own your data
You own your data completely. There are no export fees or restrictions, and you can take your records with you whenever you choose.
Your control over your data does not end if you cancel, so exporting is always an option.
Export formats
You can export all your client records, notes, and practice data in standard formats such as CSV, PDF, and JSON.
Standard formats keep your records usable in other tools, spreadsheets, or a new EHR system.
How to export
Use the export options from your practice settings or individual records. Larger exports are prepared as a download so nothing is left behind.
Exports respect the same access controls as the live app, so only you and authorized team members can retrieve your data.