There may be times when you need to get access to your client data outside of Practice Better.
Contact our support team to request a bulk export of all your client's data.
This article contains steps for the following options:
Exporting Individual Client Data
You can easily export your individual client records, including the following data:
- Personal & Contact Information
- Medical History
- Diet & Lifestyle
- Measurements & Vitals
- Lifestyle Recommendations
- Booking History
- Invoice History
- Superbills
- Session Notes & Recordings
- Tasks & Reminders
- Completed Forms
- Published Protocols
- Journal Entries (text-only)
- Message History (text-only)
Steps to Export a Client Record
- Click My Clients from the left side of the dashboard navigation.
- Click the 3 dots for more options next to the desired client.
- Click Export data
- Select the specific items you wish to export for that client.
- Hit the Create Archive button in the toolbar to begin the export process.
- An email will be sent to you once your client archive is ready.
To check your client's export history, select Export history from the more options menu in the Client List.
Exports will be accessible for 48 hours. After this period, they will be purged from the system, as no backups of these exports are maintained.
Exporting Clients Contact Information
You can also export client contact information (first name, last name, email, etc.) as a spreadsheet for your records or to import into a campaign management tool.
Steps to export contact information for multiple clients
- Go to My Clients
- Click the Fast Action Button in the bottom-right corner
- Select Export contact information
- Click the Download button to confirm