Help / Team & operations

Exporting data and the activity log

Take a copy of your data, and see who did what.

Available to: Owner and manager (accountant for financial data)

1. 1

   Settings → Import & export → Export: patients, appointments, invoices and payments, each as a CSV file that opens in Excel.

2. 2

   Patient and appointment exports are for the owner and manager; invoices and payments also for the accountant.

3. 3

   The files contain patient data: keep them somewhere safe and don't send them in groups.

4. 4

   Activity log (Settings → Activity log): every important change with the date and who made it, and it cannot be deleted.