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Data export

Export a client's complete record as a downloadable zip file containing PDFs and original documents.

In this guide, we'll cover:

What's exported​

  • Patient summary — demographics and contact information
  • Clinical notes — all progress notes as PDFs
  • Diagnoses — active and resolved conditions
  • Treatment plans — goals, objectives, and interventions
  • Intake forms — completed questionnaire responses
  • Uploaded documents — original files (PDFs, images, etc.)
  • Billing summary — invoice history
  • Raw FHIR data (JSON) — optional; a machine-readable copy of the client's records, for imports into other systems

How to export​

  1. Go to Settings, open the Practice section, and click Data Export (practice owner and practice managers)
  2. Click Start Export
  3. Search for and select the client
  4. Under Include, tick what to export: Clinical Notes, Intake Forms, Documents, Billing, and optionally Raw FHIR data (JSON)
  5. Click Export Records
  6. The system generates PDFs and bundles everything into a zip file
  7. Download the zip file when it's ready

The Data Export form: client search, the couple/family/group chart picker, the Include checkboxes, and Export Records

Exporting a couple, family, or group chart: below the client search, use Or export a couple, family, or group chart to export the shared chart's own record — the conjoint session notes and the unit's treatment plan — as its own bundle. This is deliberately separate: an individual client's export never includes the shared chart's notes, so releasing one partner's record never discloses the other's.

Recent exports​

Previous exports are listed under Recent Exports on the same page with:

  • Date exported
  • File size
  • Status (Ready for download, Expired, or Failed)
  • Download link (available for 7 days)