Export Data

If you wish to export data (move client data, make copies of date (e.g. make copies of notes, etc.) from TheraPlatform into CV (for example, you're closing your private practice or need to move to another EMR/EHR), please note that you can export the client data with directions provided below, however any other data such as billing data (e.g. invoices, statements, superbills, claims, etc.) , attachments, etc., need to be exported one by one (meaning, you need to open each item and download it to save it on your computer)

The Administrator can export data by following these steps:

Step 1: Click on Settings.

Step 2: Click on Export.

Step 3: Click on Add.

Step 4: Choose "Full export (with documentation)" or "List of students"

• Full export with documentation - This option generates a zip file which includes all clients and their basic demographic information, and it includes past notes from their client record. The file contains the following information about the client:
  • Chart Notes
  • Treatment Plans with diagnostic codes and goals
  • Progress Notes with goals
  • Discharge Notes

• List of Students - This option generates a file that includes client's basic demographic information. 

Wait a few seconds until the status changes to Finished. This process could take longer if you have a lot of clients and data. You may need to come back to this section to download the file. Click on Download to download the zip file which contains Excel files with clients' data.

Due to the nature of the Excel program, you might want to expand the cells in Excel so all information is more visible.

Important: Exported data contains PHI information. You should store this data securely and password protect the zip file.