Overview
While it isn't possible to export a patient's file in it's entirety, it is possible to download their information piecemeal.
The various pieces of patient data that can be downloaded can be found below with links to articles that provide instructions.
1) Invoices
Generating a Statement will allow you to export all of the invoices for each Business or Settlement Account.
For instructions on how to do this please see this article: How to Create a Statement for a Client
2) Payments
A complete history of a patient's payments can be exported by printing Payment Receipts.
For Instructions please see this article: Payment Receipts
3) Appointments
A complete history of a patient's appointments can be exported by printing an Appointment Schedule
For instructions please see this article: Printing and Emailing an Appointment Schedule for a Patient
4) Messages
Messages that have been sent and received from a patient can be exported from the patient's messages tab.
For instructions please see this article: How to export the Messages tab of a Patient file
5) Clinical Notes
The clinical history of a patient can be exported by using the Export Clinical Notes function.
For instructions please see this article: How to Print or Export Clinical Notes
6) Files
Any files that have been uploaded or created on a patient's file can be downloaded.
For instructions please see this article: How to Download Files
7) Forms
Any Form that has been completed by a patient can be downloaded from Forms tab.
For Instructions please see this article: How to Email, Print or Download Completed Forms
