Export Your Data from PracticeQ

Below is your guide for exporting all of your data from PracticeQ. 

Export All Clients

  1. Click Lists → Clients.
  2. Click the Export Clients button below the Search button.
  3. Select Export All Clients.
  4. A CSV file download will begin with your client details.

Export Specific Clients

  1. Click Lists → Clients.
  2. Enter your Filter criteria and click Search.
  3. Once your client search is complete, click the Export Clients button located below the Search button.
  4. Click Export Search Results.
  5. A CSV file download will begin with your client details.

Export a Client's Files to PDF

To export all files (all notes, or all intakes, or both) for a specific client, follow the steps below:

  1. Click Lists → Clients.
  2. Use the search filter options to locate the client, then click the blue Open button.
  3. Within their profile, click the three dots icon.
  4. Select one of the export options:
    1. Export Notes
    2. Export All Intakes
    3. Export All Records

Export Appointments to CSV

To export a list of appointments to CSV (or Excel), follow the steps below:

  1. Click Lists → Appointments.
  2. Complete the search filters and click Search.
  3. Click Export → Export to CSV.
  4. A CSV file download will begin with your appointment details.

If you require a per-client summary you will see that option as well. Read more in the following article: Per-Client Appointment Summary.

Export Claims to a CSV

See the varying export types below and how to download them.

Export from Claims View

To export a CSV list of your claims, following the steps below:

  1. Click Lists → Claims.
  2. Complete the search filters to narrow the results.
  3. Click Export to CSV and select one of the export options.

Export from Payments View

To export a CSV list of your claim payments, follow the steps below:

  1. Click Lists → Claims.
  2. Click the Payments button to change the view.
  3. Complete the search filters to narrow the results.
  4. Click Export to CSV and select one of the export options.

Export from Appointments View

To export a CSV list of your claims with associated appointment details, following the steps below:

  1. Click Lists → Claims
  2. Click the Appointments button to change the view.
  3. Complete the search filters to narrow the results.
  4. Click the arrow next to the Search button and select Export to CSV.