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Data export: Exporting client information

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. Currently, we only export in the vCard format (.vcf) and we are not able to export data to Excel or CSV file formats at this time.

Note: Navigate here if you're looking for your export password:  Where's my data export password?

Important: Only Account Owners can export data from accounts. If you're a clinician that is part of a Group account, you'll need to contact your SimplePractice account owner to request a data export.

Exporting Data

  1. Go to My Account > SettingsGetting to your account settings in SimplePractice
  2. Select Data Export on the left navigation pane as shown below:

Data export link in SimplePractice

Download options

You have 3 options for what you can download: 

 Export Types Information included
 Complete

Progress Notes, Psychotherapy Notes, Mental Status Exams, Diagnosis and Treatment Plans, Chart Notes, client contact information, Invoices, Statements, Superbills, Intake Questionnaire, Secure Messaging, and Stored Documents.

 Sessions Progress Notes, Psychotherapy Notes, Mental Status Exams, Diagnosis and Treatment Plans, Chart Notes, and Intake Questionnaires. This export type does not contain client contact information.
 Contacts Client contact information exported in vCard (.vcf) format for easy import into address book programs such as Gmail, Outlook, and Apple address book.

 

Note: We are not able to export data to Excel or CSV at this time.

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

Selecting All Clients data to export in SimplePractice

You can choose to have your file password protected by selecting Password protect file. Please note that this may not work with all browsers. If you check this box, SimplePractice will create a unique password you will use to open the file.

Note: Navigate here if you're looking for your export password:  Where's my data export password?

You can choose to export a password protected file in SimplePractice

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 should return to the Data Export page where you'll see a link to download the export file to your computer.

Data export file processing message in SimplePractice 

Data export file ready to download in SimplePractice

If you selected to password protect the file, you will be prompted to enter the password. Once you gain access to the exported data, you'll notice that the export information is divided into the following folders:

 Folders Information included
 Billing Documents Invoices, Statements, and Superbills.
 Contacts Client contact information.
 Medical Records Progress Notes, Mental Status Exams, Diagnosis and Treatment Plans, and Chart Notes.
 Psychotherapy Notes Any Psychotherapy Notes you have created for each client.
 Stored Documents Any documents you have stored in each client's profile.

 

Data export folders from SimplePractice

Note: If insurance information was included in a client's demographics information, that will also be available in the data export.

FYI: Whether you're backing up your records or cancelling your account, performing a data export is the best option at this time if you need to create or print entire records for all clients or a single client.

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