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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

The Data Export settings page

How to export​

  1. Go to Settings > Data Export
  2. Search for and select the client
  3. Choose what to include (clinical notes, intake forms, documents, billing, and optionally raw FHIR data as JSON)
  4. Click Export
  5. The system generates PDFs and bundles everything into a zip file
  6. Download the zip file when it's ready

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 with:

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