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Your records are yours, and you can take a copy at any time without asking anyone. Export what you need, in the date range you need, as a spreadsheet or a bundle of them. The Data Export card explains itself: “Export clinic data as CSV or ZIP. Large exports run in the background — you can navigate away and check back.”

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Export

1

Choose what to export

Under Modules, search and add what you need. They are grouped by subject — Clinical Records, Patient Profile, Documents & Files, Telehealth, Administrative, Insurance, Ward & Inpatient and Compliance & Audit. Select all takes everything; Clear all starts again. Each choice appears as a chip you can remove.Audit Logs appears only for owners and managers, who are the only people who may read the audit trail.
2

Set a date range

Date range (optional) defaults to All time. Narrow it for a patient access request or an investigation — a smaller export is faster, easier to read, and discloses less.
3

Start the export

The button names what you asked for — Export 3 modules, with a ZIP badge when more than one is selected. It reads Queuing… while the job is accepted.
4

Collect the file

A progress panel shows the job working. One module comes out as a CSV; more than one comes out as a ZIP of them. Recent jobs stay listed under Recent Exports so you can come back for a file later.
A large export is a background job, not a download you wait for. Navigate away and come back — starting it again only queues a second copy. Download links expire after 24 hours; re-run the export if you need the file after that.

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What the formats are for

  • CSV — one module, one spreadsheet. This is what you want for analysis, for a mail merge, or for loading into another system.
  • ZIP — several modules at once, each as its own CSV inside. This is what you want for a full copy, an access request covering more than one kind of record, or an archive before a change.

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Exporting from a single screen

You do not have to come to Settings for everything. Most tables in the product have their own Export, and every analytics report can be exported from where it is drawn. Use those for “this list, as it looks right now”; use Data Export for “a copy of the records themselves”.
If you are closing an account, export first. Deleting an account cancels billing immediately and removes the data after a 30-day recovery window. Once that window passes the records are gone, and no support request can bring them back. The account screen says the same thing: “Need a copy of your records? Export each clinic’s data first from Clinic Settings → Data Export.” Note the wording — each workspace exports separately. See Delete your account.

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Check it worked

  • The job shows as finished and offers the file, or appears under Recent Exports with its size.
  • Opening the file shows one CSV per module you selected, with rows only inside your date range.
  • The export appears in your audit log as an Exported entry under your name.

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If something goes wrong

That is expected for anything sizeable — the job runs in the background and tells you when it is ready. Check the progress panel, or Recent Exports. Do not start it again while one is running.
Try a narrower date range or fewer modules. A very large all-time export across every module is the usual cause; splitting it by subject almost always succeeds.
Only owners and managers can export the audit trail. Ask an owner, or read it directly on the audit log page.
The list only offers modules your edition actually has. A pharmacy has no ward records to export; a diagnostic centre has no consultations. See The three editions.

HIPAA and compliance

Handling a patient access request end to end.

Delete your account

What is removed, when, and what cannot be undone.

The audit log

Where your export is recorded.

Settings

Everything else on the settings screen.