How to Export Your Data
Your data belongs to you. MyDentalPractice makes it easy to export patient records, financial data, and reports in standard formats.
What You Can Export
| Data Type | Format | Access Level |
|---|---|---|
| Patient Records | CSV | Admin, Owner |
| Appointment History | CSV | Admin, Owner |
| Invoices | CSV, PDF (individual) | Admin, Owner |
| Payment History | CSV | Admin, Owner |
| Financial Reports | PDF, CSV, Excel | Admin, Owner |
| Inventory Data | CSV | Admin, Owner |
| Clinical Notes | PDF (per patient) | Dentist, Admin, Owner |
| Audit Logs | CSV | Owner |
| Full Database | SQL dump | Owner (Enterprise only) |
Exporting Patient Records
For large exports (10,000+ records), processing may take a few minutes.
Exporting Financial Data
Individual Patient Export
To export a single patient's complete record:
- Personal information
- Medical history
- Clinical notes
- Appointment history
- Invoices and payments
- Documents and X-rays
This is useful for patient transfer requests or records requests.
Scheduled Backups
Enterprise plan users can set up automated backups:
Data Retention After Account Deletion
If you cancel your account:
For settings, see How to Manage Clinic Settings. For audit trail, see Where to Find Audit Logs.