This article will help you export your client information for one or more clinicians or your entire Practice at once. This will be for all Active and Inactive Clients. Only the System Administrator has rights to do an export.
Step 1
Go to the Practice Settings page and click on the menu option called TherapyMate Subscription near the bottom of the list. The next page will take a minute to load.
Step 2
Click on Export Practice Data
Step 3
Please read the information on this page carefully. It will help you understand what items are getting exported. Click on the Export Patient Data button.
The following dialog window appears:
If you click on the Export button without checking the "Select Individual Clinicians" check box, the system will proceed to download all client data for all clinicians.
If you check the check box next to "Select Individual Clinicians" you can select one or more clinicians to export only their client data.
To select more than one clinician, hold down your command or control keyboard key and click on the clinician's name. When you're done selecting the clinician(s), click the Export button.
Step 4
The export will begin. Depending on how much data is being exported, this process could take hours to complete. There is a progress column so you can see what percentage of the process has completed. When the export is finished, the status will change from "in progress" to "completed".
Step 5
When the export is completed, click on the Download button
The download file will be saved to your computer to the location you designated. The file will appear as a compressed ZIP file.
Step 6
Click on the ZIP file to open it. A file folder will appear.
Within this file are folders for each Clinician in the Practice.
Inside each Clinician folder is another folder for each client that was assigned to the clinician. Only the data that existed at the time of the export for a client will be in their folder. For example, if the client didn't have any notes or documents, there will not be a folder for those.
There is also a clients.CSV file that contains each client's profile data in spreadsheet format.
Just a reminder, it is the Practice's responsibility to check the data in the export file for completeness.
If you have additional questions please open a Help Center ticket for assistance.