Export or Transfer Healthie Account Data

Healthie makes it simple for you to export and import/transfer important account data. If you are interested in transferring data to a second Healthie provider account, you can find more information here.

With Healthie, you can leverage our built in reports functionality to have visibility into data on your patients, appointments, billing and more. You can also download chart notes and documents for your clients, as well as any templates in your account.

Note: If you would like Healthie to export your client data and documents for you, we offer this assistance to paid Healthie memberships (see information below).

Exporting or Transferring Client Data

There may be several reasons that you are looking to export or transfer business and client information from the platform. This may include:

You are seeking to run business analyses for your internal use
You are submitting information for an insurance billing audit
You are looking for a backup of your business and client records
You will be canceling your Healthie subscription
You are creating another Healthie provider account, and would like to transfer client data Note: While Healthie can help with importing data from one account to another (that the account owner provides), we aren't able to conduct a true data transfer behind the scenes.

Ways to Export Data from Healthie

Healthie makes it easy to pull business and client information from the system. Here is information that can be downloaded from the system:

1. Leverage Healthie Reports

Pull key business and client information by generating valuable reports in your Reporting tab. Particularly, you may want to export the Client List report, which is your list of clients and relevant client information. This report can be imported into another Healthie account if your are transitioning accounts.

2. Download Client Chart Notes or Documents

You can download existing documents or charting notes from your current account for individual clients.

3. Download Intake Form and Charting Templates

You can download PDFs of Forms that you have created following these instructions.

Have a form you'd like to migrate to another Healthie provider account? Share your form with your new provider account email address. Once shared, the forms will be visible to you in your forms library. Editing these forms in your new account will not affect the original form from your first account.

4. Request a File Data Export

If you would like assistance with downloading all of your clients charting notes and documents, you can request an export here: File Data Export Request. Please note that our standard export only includes client charting notes and documents as a Zip file, which will be placed in your Healthie profile under “Documents” for you to access. This process does take time so if you need data immediately, we recommend using reports or downloading client files per the instructions above.

Note: Only Healthie account owners can request and receive an export.

Download a Summary of Your Client's Logged Entries

If you'd like to download (and share) a complete record of your client's logged journal entries, you have the option to do so within charting.

Navigate to Client > Charting > Download Client Summary

A PDF will populate in a new browser tab for you to download and save to your local device as needed.

Notes & FAQs

Follow the steps outlined here to import client data into your Healthie provider account (ie. if you are creating a second Healthie provider account).
For any export we create of client lists, that request will need to come from the assigned provider (or account admin) to ensure complete transparency every step of the way.
We do not currently support exporting credit card details.
We do not currently support transferring clients across multiple Healthie accounts that you may have. You can however follow the steps mentioned above to export your Client List and import it to your new Healthie account.
We do not currently support the bulk download of client entries, chat messages, and metrics collected from wearables (outside of what is available in Reports)
Appointments cannot be exported, however, the Appointments Report can be run to obtain this information.
Chat history cannot be exported, except by users of Healthie's API.