Exporting Account Data

Exporting Account Data

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
  • Unique Client ID & Nickname
  • 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

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 Symptoms and Interventions
  5.     Include Diagram

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. 

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


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