How do I export my clinic’s data?
Last updated: 2026-05-26
For day-to-day exports, use Reports → CSV/PDF (revenue, visits, treatments) and the Billing tab’s bulk-export-by-date-range. For the patient list, use Settings → Data → Export patients. For a complete clinic data package (everything in one bundle), email support@epikdoc.ai and we’ll prepare it.
Exporting reports
- Sidebar → Reports.
- Pick a date range from the chips (Today, Week, Month, Year, Custom).
- Switch between Revenue, Visits, By doctor, Treatments tabs.
- Click Export → CSV or PDF.
Exporting the patient list
- Settings → Data → Export patients.
- Choose format (CSV is standard for spreadsheets).
- Click Export. You receive a download link by email.
Bulk-exporting invoices
Billing tab → filter by date range → Export. You get a CSV with one row per invoice and a separate file with one row per payment.
Full clinic export
For a complete bundle — every patient, note, appointment, invoice, payment, prescription, file, in formats useful for migration or compliance — email support@epikdoc.ai with "Full clinic export request" in the subject. We typically deliver within 3 business days.
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