Exporting Patients

Why would you need to export your data?

In most cases, you should manage your data entirely within Secure Clinic so that you benefit from our safety and audit features. However, you may sometimes need to share a client's data with a third party (such as an insurance provider or other health professional) or with the patient themselves.

How to export your patient's data as a PDF

Exporting a patient to a PDF file is only available to users with the system owner role.

Log in to your system, then open the patient you want to export. On the patient information tab, scroll down until you see export patient. Click this, then press the export button.

The file may take a few minutes to prepare if the patient has a lot of data saved. It will then download to your computer. Once downloaded, you are responsible for keeping it safe and securely deleting it when finished.

What is included in data exports?

Data exports include:

• Identifying information about the patient (name, date of birth)
• Any recorded contact information (email, phone, address)
• Any custom fields that your company collects
• The full text of the written notes for your user

Data exports do not include:

• The edit history for text entries in the patient notes. A message on the note refers the reader back to the main system.
• Any uploaded files. A message on the note refers the reader back to the main system.