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Exporting Client Records From Practice Better

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🔄 We're freshening things up!

Practice Better is gradually rolling out a refreshed UI/UX design. You may notice that the navigation bar has moved from the top to the left side of the portal. As a result, some screenshots and images in our articles may not yet reflect the updated interface — but the steps and guidance are still accurate.

We're actively updating all articles and appreciate your patience in the meantime. If something looks different than what you see on screen, the functionality is the same — just with a fresh coat of paint.

You can export individual client data from Practice Better, including personal info, medical history, session notes, and more, by accessing your list of all Clients, selecting options next to a client, and creating an archive. Exported files are available for 48 hours. 

📍 Contact our support team to request a bulk export of all your client's data.

In this article:

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

  1. Click My Clients from the left side of the dashboard navigation.

     
  2. Click the More Options menu (3 dots) next to the desired client.
     
  3. Click Export data

     
  4. Select the specific items you wish to export for that client.

     
  5. Hit the Create Archive button in the toolbar to begin the export process.
  6. 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 export client contact information (first name, last name, email, etc.) as a spreadsheet for your records or to import into a campaign management tool.

You can optionally filter your client list before exporting client contact information. When you filter your client list and then select export, you will be notified of the filtered results in the confirmation pop-up.

Learn more about How to Search and Filter Clients in Practice Better →

 

Steps to export contact information for multiple clients

  1. Go to My Clients
     
  2. Click the Fast Action Button in the bottom-right corner
     
  3. Select Export contact information 

     
  4. Click the Download button in the pop-up to save your export.

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