Client Data Export

Use this report to export your client data.  This data can be used for import into another EMR or CRM product.  Each record in this report contains the following information:

Report Columns

  • Client Id
  • Name Prefix
  • Client First Name
  • Client Middle Name
  • Client Last Name
  • Name Suffix
  • Birthdate
  • Gender
  • Race
  • Ethnicity
  • Employment Status
  • Employer
  • Annual Income
  • Referral
  • Email Address
  • Phone Number
  • Mailing Address Street
  • Mailing Address City
  • Mailing Address State
  • Mailing Address Zip
  • Mailing Country
  • Active Status

All reports can be exported to Excel or PDF

1. Getting started

Navigate to the Reports area of TherapyZen

2. Locate the client data export

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