Everything in ClinyPal can leave as CSV, as a ZIP of files, or in the formats other clinical systems read. An export is a copy of patient data, so treat the file accordingly.

Make an export

1

Open Settings, then Data Exports

Needs the data export permission.

2

Choose the Data to export and Location

Sources: Patients, Contacts, Appointments, Invoices, Payments, Expenses, Products, Services, Cases, Invoice line items, Invoice promotions, Credit notes, plus Body Charts and Patient Files, which come as ZIP archives of the images or files with a manifest. Each source is marked Contains PHI or No PHI, and the Fields list shows exactly which columns leave.

3

Set the Date range and Include archived records

The range applies to the source's own date, such as appointment date or invoice issue date. Archived records are left out unless you include them.

4

Choose the Export format and start

Comma-Separated Values (.csv) for any source; HL7 v2 (.hl7) and FHIR (JSON) (.fhir) where the source supports them, see HL7 and FHIR formats. Your data export has been initiated and is being processed.

The Data Exports page with Data to export set to Invoices, a Location, a Date range of Jul 1 – Sep 30, the Include archived records switch, Export format CSV, and an Export Summary with a PHI notice and Start Export button.
An export of Invoices for Riverside Physiotherapy – Main St, July to September, as CSV, with the export summary.

Get the file

The export runs in the background and appears in the history on the same page with a download link when done. Exported files are automatically deleted after 7 days, so download and store it. The PHI notice on the page is a reminder that an export of patient data is a copy of health information: keep it encrypted and delete it when finished. See Review your export history.

An export is a copy of patient health information. Download it over a trusted connection, store it encrypted, and delete it when the purpose is served. Every export is recorded in the audit log with who ran it.

Other ways to get data out

  • A single patient: their record's export, or a record share.
  • A report: every report has its own CSV export.
  • Letters, invoices and reports to Google Drive or OneDrive with the Export to Drive button, once connected under Apps Integration.
  • Everything, before closing the clinic: the Close account flow asks you to export first.