Exporting data
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It appears there is no way to export all clients contact and insurance info into an excel file.
I can export to single vcf contact files or single folders with contact and billing info but those are in separate folders. Is there a work around to get all clients and insurance info into a single file?

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    Gillian

    Hi Daniel, I'd be happy to help with this. There isn't currently a direct way to get all client and insurance information into a single file from a SimplePractice export.

    Hi Daniel, I'd be happy to help with this. There isn't currently a direct way to get all client and insurance information into a single file from a SimplePractice export.