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Export & backup

Request a snapshot of any combination of data. Exports run in the background and are PHI-encrypted at rest — you'll get an email when ready.

1 · What to export

Pick one or more datasets. Each is exported as a separate file in the bundle.

2 · Period

Time-bound datasets (visits, claims, variances) honor this filter. Static datasets (participants, auths) ignore it.

3 · Format

Pick the bundle format. Excel preserves formulas; CSV is most portable; JSON is best for re-import or analytics.

4 · Privacy & delivery

All exports are encrypted at rest and travel over TLS. Links expire after 7 days.



This export will be logged. Every export of PHI is recorded in the HIPAA audit log with user, dataset, scope, and timestamp. Cannot be deleted by anyone, including admins.
Estimated bundle size: ~28 MB · 5 datasets Cancel