Download a full copy of your clinic's data at any time.

Chartling gives you full ownership of your data. You can export patient records, visit history, invoices, and other data at any time โ€” no need to cancel or contact support.

  1. Go to Settings โ†’ Data export

    This page is Admin-only. Other permission packs cannot initiate or see exports.

  2. Choose what to export

    Select one or more data categories to include in the export. You can export everything at once or target specific datasets.

  3. Choose a format and date range

    Most data is available as CSV or JSON. SOAP notes and documents are packaged as a ZIP of PDFs. Set a date range if you only need a subset of the data.

  4. Request the export

    Click Export. For large datasets, the export is prepared in the background and you'll receive an email when it's ready to download. Small exports download immediately.

  5. Download the file

    Click the download link in the email or return to Settings โ†’ Data export โ†’ Export history to download the prepared file. Export files are available for 7 days after generation.

What you can export

DatasetFormatIncludes
PatientsCSVName, species, breed, DOB, weight history, status
ClientsCSVOwner names, contact info, household links
VisitsCSVVisit dates, types, vet, patient, status
SOAP notesPDF (ZIP)Signed notes with signer stamp and timestamp
MedicationsCSVAll prescriptions and dispense records
Controlled substance logCSV + PDFDEA-compliant log with hash chain
InvoicesCSVInvoice number, date, line items, payment status
Audit logCSVAll user actions with tamper-evident hash chain

FAQ

Is there a limit to how often I can export?

No. You can export as often as you need, including full exports. There's no additional cost for data exports.

Can I import my Chartling data into another PIMS?

The CSV and JSON exports are in standard formats that most PIMS can import. Contact the receiving PIMS for import instructions โ€” Chartling doesn't have a direct integration with every system, but the data is yours to use.

What happens to my data if I cancel?

You have 30 days after account suspension to export your data. After that, it is permanently deleted. We strongly recommend running a full export before cancelling or within the first week of the post-cancellation window.

Are exports encrypted?

Export files are downloaded over HTTPS. The files themselves are not encrypted โ€” store them securely after downloading, especially if they contain patient health information.

Something missing? We're always improving these docs.

Contact support Open app