Questions About Your Data

If I close my practice, have an audit, or other reason I need my client data, how easy is it to export the data and in what format am I able to do so?

It's very easy to export a single client, all clients, or clients assigned to a specific practitioner at one time. From Account Settings > Data Export tab, click Add

Data export options

At the time of export, you also have the option to export all data or only generate a demographics file in CSV format.

Export demographics option

Selecting All Data will generate PDF files for billing, notes, treatment plans, and other documents. Exporting all clients will also generate a CSV file with your client demographic information.  Selecting Demographics will only export a CSV file. This option can help you in scenarios where you don't need to export all clinical data, but only a spreadsheet of clients and demographics.


If there is additional data you need exported from your account, please contact support@sessionshealth.com and we'll do our best to provide what what you need. 


Oops, I accidentally cancelled my account. What do I do and will I lose all my data? 

You won't lose your data. You may log back into your account and go to Account Settings > Danger Zone. Click Reopen my account.

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