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 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 Invoices to CSV

  1. Click Lists → Invoices.
  2. Enter your Filter criteria and click Search.
  3. Once your client search is complete, click then arrow to on the right of the Export button.
  4. Choose if you want to export Invoices, Line Items, or Payments to CSV.
  5. A CSV file download will begin with your client details.

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, follow 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.

Export Questionnaires

To export a CSV list of your client questionnaires, follow the steps below:

  1. Click Lists → Intakes.
  2. Click the arrow next to the Search button and select Export to CSV.

Export Treatment Notes

To export a CSV list of your treatment notes, follow the steps below:

  1. Click Lists → Notes.
  2. Click the arrow next to the Search button and select Export to CSV.