How to export data from your current EHR

Locate your EHR in this list and follow instructions to export your client data as a CSV file.

EHR Instructions Resource
TherapyNotes Request patient data export by contacting TherapyNotes support. CONTACT SUPPORT
TheraNest Follow “How to Export Client Data” instructions. VISIT PAGE
Office Ally Request patient data export by contacting Office Ally support. CONTACT SUPPORT
TherapyAppointment From the main page, click More > Statistics then select download data and click Display Statistics. View Patients (All Demographic Information) in the first dropdown. Click Download Information. CONTACT SUPPORT
Practice Fusion Request patient data export by contacting Practice Fusion support. CONTACT SUPPORT
My Clients Plus Request patient data export by contacting My Clients Plus support. CONTACT SUPPORT
TherapySites Request patient data export by calling TherapySites support at 866-597-2674. CONTACT SUPPORT
Therasoft Request patient data export by contacting Therasoft support. CONTACT SUPPORT
Yellowschedule On Contact page, click Export to generate a CSV report. VISIT PAGE
Full Slate Navigate to Clients > List. Click Export icon in the top right. VISIT PAGE
CounSol Request patient data export by contacting CounSol support. CONTACT SUPPORT
EHR Instructions and Resource
TherapyNotes Request patient data export by contacting TherapyNotes support.
CONTACT SUPPORT
TheraNest Follow “How to Export Client Data” instructions.
VISIT PAGE
Office Ally Request patient data export by contacting Office Ally support.
CONTACT SUPPORT
TherapyAppointment From the main page, click More > Statistics then select download data and click Display Statistics. View Patients (All Demographic Information) in the first dropdown. Click Download Information.
CONTACT SUPPORT
Practice Fusion Request patient data export by contacting Practice Fusion support.
CONTACT SUPPORT
My Clients Plus Request patient data export by contacting My Clients Plus support.
CONTACT SUPPORT
Therapy Sites Request patient data export by calling Therapy Site support at 866-597-2674.
CONTACT SUPPORT
Therasoft Request patient data export by contacting Therasoft support.
CONTACT SUPPORT
Yellow Schedule On Contact page, click Export to generate a CSV report.
VISIT PAGE
Full Slate Navigate to Clients > List. Click Export icon in the top right.
VISIT PAGE
Counsol Request patient data export by contacting Counsol support.
CONTACT SUPPORT

TherapyNotes

Request patient data export by contacting TherapyNotes support.

CONTACT SUPPORT

TheraNest

Follow “How to Export Client Data” instructions.

CONTACT SUPPORT

Office Ally

Request patient data export by contacting Office Ally support.

CONTACT SUPPORT

TherapyAppointment

From the main page, click More > Statistics then select download data and click Display Statistics. View Patients (All Demographic Information) in the first dropdown. Click Download Information.

CONTACT SUPPORT

Practice Fusion

Request patient data export by contacting Practice Fusion support.

CONTACT SUPPORT

My Clients Plus

Request patient data export by contacting My Clients Plus support.

CONTACT SUPPORT

Therapy Sites

Request patient data export by calling Therapy Sites support at 866-597-2674.

CONTACT SUPPORT

Therasoft

Request patient data export by contacting Therasoft support.

CONTACT SUPPORT

Yellow Schedule

On Contact page, click Export to generate a CSV report.

CONTACT SUPPORT

Full Slate

Navigate to Clients > List. Click Export icon in the top right.

CONTACT SUPPORT

Counsol

Request patient data export by contacting Counsol support.

CONTACT SUPPORT