Full Organization Export

Export all data across all clinics in your organization for backup, migration, or compliance purposes.

Prerequisites

• OrganizationAdmin role
• Access to Organization Settings

Steps

1. Navigate to Organization Settings → Data Export.
2. Click Export All to initiate a full organization export.
3. Select the format:
   • CSV — comma-separated values
   • Excel — .xlsx spreadsheet
4. Click Submit to queue the export.
5. The export runs in the background — you will receive a notification when it’s ready.
6. Download the exported file from the notification or export history.

Notes

• ⚠️ Deferred feature — this functionality will be available in a later version.
• This export includes all data across all clinics in the organization (patients, leads, appointments, sessions, invoices, etc.).
• The export is processed asynchronously due to the potentially large volume of data.
• Only OrganizationAdmins can perform a full organization export.
• A notification is sent when the export is complete and ready for download.