Data Export: Exporting client information

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Exporting client information is simple with our data export feature. Now you can export data for a single client, or for all of your clients at once. 

If you're looking for your Export Password, click here.

Exporting Data

Go to My Account > Settings 

 

From the Settings Menu, select Data Export on the bottom left side of the page.

 

You have 3 options for what you can download:

Complete - Progress Notes, Psychotherapy Notes, Mental Status Exams, Diagnosis and Treatment Plans, Chart Notes, Client Contact information, Invoices, Statements, Superbills, Intake Questionnaire, and Stored Documents.
Sessions (does not include client contact information) - Progress Notes, Psychotherapy Notes, Mental Status Exams, Diagnosis and Treatment Plans, Chart Notes, and Intake Questionnaires.
Contacts - just client contact information exported in vCard (.vcf) format for easy import into address book programs such as Gmail, Outlook and Apple Address Book.

On the data export page, you’ll also see a menu allowing you to select “All Clients” or a specific client’s name:

You can choose to have your file password protected by checking the "Password protect file" checkbox. Please note that this may not work with all browsers. The password will appear below the data export in the Recent Exports list. Make sure to copy this password. Can't find your password? Click here.

If you check this box, SimplePractice will create a unique password you will use to open the file.

Generating your export will take a few minutes and you will receive an email letting you know when this file is ready to download. After you receive this email, you can go back to the Data Export page where you'll see a link to download the export file to your computer.

 

When you open the file you will be prompted for the password (if you selected to password protect the file). Enter the password and the file will open.

You'll notice that the export information is divided into multiple folders. These folders separate your client files by client name.

The Billing Documents folder contains Invoices, Statements, and Superbills.

The Medical Records folder includes Progress Notes, Mental Status Exams, Diagnosis and Treatment Plans, and Chart Notes,.

The Psychotherapy Notes folder contains any Psychotherapy Notes you have created for each client.

The Stored Documents folder contains any documents you have stored in each client's profile.

 Files appears as with the .pdf file extensions and contacts as .vcf files.

 

Important Details to Know

  • Data export is the best option at this time if you need to create and print entire records for all clients or a single client
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