Exporting demographic/insurance data

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Alyssa Wermers

• June 19, 2019 14:06

I noticed that when I export a client file, it exports demographic data as a vCard. But this doesn't save all the information. Collaterals aren't included, and no insurance information is included - that I can see. I need all this should I be audited. I am ending a practice but need to save all client data. Do I have to print this out for each individual client to save it? Or am I missing something?

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• Official comment

  

  Marisa

  • June 19, 2019 19:51
  • Edited

  Hey Alyssa, 
  
  I hope you're having a great Wednesday. It sounds as though you've generated a Contacts export in the Data Export area. 
  
  Navigate over to your Data Export tab in your Settings. 
  
  Next, you'll want to be sure that you generate a 'Complete' export for the individual client file you'd like to generate data and information for. 
  (just adjust the Client: tab to the particular client in the second bar below) 
  
  ​​ 
  Should you ever decide to cancel your account with us, you'll want to generate a 'Complete' export with 'All Clients', as exactly shown in the image above. A 'Complete' export gives you all documentation and data. If you specify this for 'All Clients' in the second bar, you will get a complete export for all client records within your account. An individual client listed here will only give you data for that specific client. 

   

  For more information on exporting client data, both individually and for all clients, take a look at this guide: Data export: Exporting client information

   

  Please let me know if you have any other questions. 
  
  Best, 

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