Follow these steps to export your account data in Rehab Guru:
Navigating to Export Data
Click on Account>Billing & Data from the side toolbar.
In the left-hand toolbar, click on Export.
Accessing the Export option from the Account page
Exporting Data
You will see several blue buttons that allow you to export different types of data:
Export Clients
Export Notes & Forms
Export Files
Click on the respective blue button to export the data type you need. Under Notes, the Remove HTML tags? checkbox is ticked by default, which strips the HTML formatting tags from your notes and forms so the CSV contains plain text. Untick it before clicking Export Notes & Forms if you want to keep the original formatting tags.
Exporting Data for Impact Integration
If you are using the Data for Impact integration, there is a dedicated icon for exporting this data.
Exporting Data for Impact data
Click on the Data for Impact export button to retrieve and download this data.