Data export
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. There's no need to cancel or contact support.
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Go to Settings → Data export
Requires
settings.users.write. By default that's the Owner/Admin pack. -
Export everything, or one table at a time
A full export downloads a single JSON file with every clinic-scoped table in one go: patients, visits, SOAP notes, medications, dispense records, invoices, and more. If you just need one dataset, export a single table (e.g. invoices) as CSV or XLSX instead.
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Download
The file generates and downloads directly. There's no background job, no waiting for an email, and no separate export-history page to come back to later.
What you can export
The full export is one JSON file covering essentially every clinic-scoped table, including patients, clients/households, visits, SOAP notes, medications and dispense records, lab results, invoices, estimates, inventory, and the audit log. A few representative datasets:
| Dataset | Format | Includes |
|---|---|---|
| Patients | JSON (full export) or CSV/XLSX (single table) | Name, species, breed, DOB, weight history, status |
| Clients | JSON or CSV/XLSX | Owner names, contact info, household links |
| Visits & SOAP notes | JSON or CSV/XLSX | Visit dates, types, vet, patient, status, signed note content |
| Medications & dispense records | JSON or CSV/XLSX | All prescriptions and dispense records, including controlled-substance entries |
| Invoices & estimates | JSON or CSV/XLSX | Invoice number, date, line items, payment status |
| Audit log | JSON or CSV/XLSX | All user actions, protected by the same tamper-evident hash chain as the in-app view |
FAQ
No. You can export as often as you need, including full exports. There's no additional cost for data exports.
The CSV, XLSX, and JSON exports are in standard formats that most PIMS can import. Contact the receiving PIMS for import instructions. Chartling doesn't have a direct integration with every system, but the data is yours to use.
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.
Export files are downloaded over HTTPS. The files themselves are not encrypted. Store them securely after downloading, especially if they contain patient health information.