Export Guide

Do you need to export all client information from PracticeQ? Here is a quick guide to export what you need.

Click each data set below for export instructions.

• Export a Client List
• Export Claim Information
• Export Invoices
• Export Intake Forms
  
  • Note: This does not export the actual data contained within the forms. Use this article to export the form contents: Export Client Data
• Export Appointments
• Export Notes List
  
  • Note: This export does not include the contents of each note; for this information, you must export to a PDF from the client's file. Use this article to do so: Export a Client's Files to PDF.
• Export Recurring Payments
• Export Audit Trail
• Export Emails
• Export Products