Cliniko makes it REALLY easy to get your data out. Built right into the Cliniko interface are some simple tools that will let you export any of your databases with a simple click of a button.
- Go to the Settings page
- Select Data Exports in Data & docs
- Select the type of file you wish to generate, and a date range, use "anytime" to "anytime" to get all of your records.
- Wait for the file to generate
Keep in mind that you won't need to stay on this page while the export generates - so if you're making a large file, feel free to navigate somewhere else while you wait.
- Click Download
The file will be in CSV format, so lots of other software programs can read the information. You can also open the file in Excel to report on the data any way you want. This export is just a snapshot "copy" of your database, so any changes you make to it won't actually affect Cliniko in any way.
This also means that, in the unfortunate circumstance that you need to cancel your Cliniko account, you can easily retrieve all of your data. We wouldn't want you to go, but you can feel secure that your data belongs to you.