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 โ no need to cancel or contact support.
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Go to Settings โ Data export
This page is Admin-only. Other permission packs cannot initiate or see exports.
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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.
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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.
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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.
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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
| Dataset | Format | Includes |
|---|---|---|
| Patients | CSV | Name, species, breed, DOB, weight history, status |
| Clients | CSV | Owner names, contact info, household links |
| Visits | CSV | Visit dates, types, vet, patient, status |
| SOAP notes | PDF (ZIP) | Signed notes with signer stamp and timestamp |
| Medications | CSV | All prescriptions and dispense records |
| Controlled substance log | CSV + PDF | DEA-compliant log with hash chain |
| Invoices | CSV | Invoice number, date, line items, payment status |
| Audit log | CSV | All user actions with tamper-evident hash chain |
FAQ
No. You can export as often as you need, including full exports. There's no additional cost for data exports.
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.
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 โ store them securely after downloading, especially if they contain patient health information.