Exporting Account Data

Exporting Account Data

Requesting a Full Account Data Export

If you need a complete export of your My Best Practice account data, our Support Team is happy to assist.

To request a full account data export, please contact My Best Practice Support at: customersupport@mbpractice.com

In your message, please include your practice name and the email associated with your account so our team can process your request as quickly as possible.

How to export on your own:


Exporting ALL Clients' Demographics and Contact Information


To download ALL of your clients' demographics and contact information in one CSV file, please see the following steps. 


STEP 1: Navigate to the Clients tab.

STEP 2: Click on the export icon next to the Client Name column.


A CSV file will begin to download automatically within your browser. This CSV will contain all of the following information (if it has been entered into the clients' profile). 
  • First, Middle, & Last Names
  • Date of Birth
  • Gender
  • Primary Professional Assigned / Supervisor
  • Unique Client ID & Preferred Name
  • Adult/Minor Classification
  • Parent Name and Partner Name (if entered into the Client Overview tab)
  • Intake Rate & Current Rate
  • Marital Status
  • Starting Balance
  • Initial Date and Method of Contact
  • Current Status (Active/Inactive/Waitlist)
  • Notes
  • All Custom Fields 
  • All Client & Contact Email Addresses, Phone Numbers, and Physical Addresses
  • Referral Category
  • Tags
  • First Seen / Last Seen
  • Session Count and Current Balance
  • Insurance details

Exporting a Clients' Medical Records

You can download your clients' medical records individually by following the steps below. 

STEP 1: Navigate to the Clients tab.

STEP 2: Search for the client for whom you'd like to export their medical record. 

STEP 3: Click on the contact card icon next to the client's name. 


STEP 4: Select the appropriate checkboxes for the information you'd like to export for the selected client. The options are as follows:
  1.     Include Homework and Agenda
  2.     Include Psychotherapy Note
  3.     Include Professional Signature
  4.     Include Case Conceptualization, Treatment Plan And Intake Interview
  5.     Include Timeline Events
  6.     Include Symptoms and Interventions
  7.     Include Diagram
  8.    Include Diagnosis on Notes
  9.    Include Group Note

STEP 5: Once you have made the desired selections, you can either choose to export the information into a PDF or CSV file.  The file type selected will automatically begin to download within your browser. The file will include all the information selected for all session notes of the selected client. 

Alert
NOTE: You will have to download each client's medical record separately.