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Exporting Your Data

Updated: August 2026

Table of contents
  1. Overview
  2. Initial Setup Checklist
  3. Signing In
  4. Dashboard
  5. Patients
  6. Appointments
  7. Session Notes
  8. Messaging
  9. Invoices & Receipts
  10. Store: Gift Vouchers & Treatment Series
  11. Expenses
  12. Documents
  13. Tasks
  14. Analytics
  15. Leave & Closures
  16. Blocked Time
  17. Notifications
  18. Settings
  19. Message Templates
  20. Patient Portal
  21. Mobile Apps
  22. Exporting Your Data
  23. Things to Set Up Before Going Live
  24. Patient Status Quick Reference
  25. Common Questions

Your data stays yours. Settings → Your data → Export my data builds a complete, portable archive of everything in your practice and emails you a download link.

What's in the archive (one zip file):

  • A spreadsheet (CSV) per data type — patients, appointments, session notes, invoices, expenses, messages, vouchers. All open in Excel with Hebrew intact.
  • data.json — the same data in one structured file, for importing elsewhere.
  • Every invoice and receipt as a PDF.
  • Every uploaded document and expense receipt.
  • A README.txt listing anything that could not be fetched (single files over 25MB are skipped and listed there).

How it works:

  1. Click Export my data. The build runs in the background — you can close the tab.
  2. Within a few minutes an email arrives with a download link. The link works for 7 days; the Settings card also shows a Download button for the same period.
  3. Only one export can build at a time. Starting a new export replaces the previous archive — download the old one first if you need both.
  4. If the card shows the export didn't finish, just click Export my data again.

Keep the archive safe. It contains your complete clinical records — session notes included. Treat the downloaded file with the same care as a paper patient file.

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Exporting Your Data · Healix