Data Export

DPC Pro lets you export your practice data (patient records, billing history, audit logs, and compliance reports) in standard formats for backup, compliance, or external analysis.

Your practice data belongs to you — see data ownership for details. DPC Pro supports exporting patient demographics, clinical records, billing transactions, and audit logs in CSV and JSON formats. Exports are useful for HIPAA Right of Access requests, tax preparation, external accounting, migration to another system, or offline analysis.

All exports are logged in the audit trail for security and compliance purposes, and exports respect role-based access. Only authorized users can initiate data exports.

Available Export Types

DPC Pro supports several categories of data export:

Export Type	Format	Where to Find It
Audit Log	CSV	Compliance → Audit Logs → Export
Patient Access Report	CSV	Compliance → Patient Access Report → Export
Patient Data Export	JSON or CSV	Compliance → Patient Data Export

Audit Log Export

Exports a filtered set of audit log entries as a CSV file. The export includes:

Timestamp
User email
User IP address
Action type (create, read, update, delete, login, export, etc.)
Object type and description
Patient name (if the action involved a patient record)
Practice
Request path and method
Success/failure status
Error message (if applicable)
Change details

Audit log exports are capped at 10,000 rows. If you need more, narrow the date range or filters before exporting.

Patient Access Report Export

Exports the access history for a specific patient as a CSV file. This is useful for responding to patient inquiries about who has viewed their records.

The export includes:

Timestamp
User email
User IP address
Action type
Object type and description
Request path
Success/failure status

Patient Data Export (HIPAA Right of Access)

This is the most comprehensive export, designed to fulfill HIPAA Right of Access requests. It packages all of a patient’s data from your practice — including the information shown on the patient record — into a single downloadable file.

Generate an Export

Export Audit Logs

Navigate to Compliance → Audit Logs.
Apply any filters you need (date range, action type, user, patient, search term).
Select Export (or the export link shown on the page).
A CSV file downloads to your browser.

Export a Patient Access Report

Navigate to Compliance → Patient Access Report.
Select the Patient and set your Date Range.
Select Export.
A CSV file downloads containing all access log entries for that patient.

Export Patient Data (HIPAA)

Navigate to Compliance → Patient Data Export.
Select the Patient you are exporting data for (or navigate there from the patient’s chart).
Choose which Sections to include:

Section	What It Contains
Demographics	Name, date of birth, sex, contact information, address, emergency contact, medical history (allergies, chronic conditions, medications, past surgeries)
Appointments	Full visit history including dates, times, types, status, provider, location, and reason
Clinical Notes	SOAP notes with subjective, objective, assessment, and plan fields, plus vitals
Prescriptions	Medication name, strength, dosage form, quantity, refills, prescriber, pharmacy, and status
Billing & Payments	Memberships, invoices (number, date, amount, status), and payment transactions
Documents	List of uploaded documents with filenames, types, sizes, and upload dates (file contents are not included in the export)
Access Log	Record of who accessed this patient’s data, when, and what they did (last 500 entries)

Select the Export Format:
- JSON: structured data suitable for programmatic use or migration
- CSV: tabular format with sections separated by headers, suitable for spreadsheets
Enter a Reason for the export (required, for example, “Patient request under HIPAA Right of Access”).
Select Export.
The file downloads to your browser.

What Is Included

JSON Format

The JSON export is structured as follows:

Export metadata: patient ID, patient name, practice name, export date, and which sections were included
Data: a nested object containing each requested section with full detail

JSON exports preserve the complete data structure and are the best choice for data migration or programmatic processing.

CSV Format

The CSV export organizes data into labeled sections within a single file:

A metadata header with patient and practice information
Each section is introduced with a --- SECTION NAME --- row
Column headers follow, then data rows
Sections are separated by blank rows

CSV exports are designed to be opened in spreadsheet applications like Microsoft Excel or Google Sheets.

What Is Not Included

File contents: document exports include metadata (filename, type, size, date) but not the actual file bytes. Attached files must be downloaded separately from the patient’s document library.
Data from other practices: exports are scoped to the selected practice. If the patient has records at another practice in your organization, those are not included.
Deleted records: only active records are included in exports.

Scheduled Exports

All exports in DPC Pro are currently generated on demand. To export data, visit the relevant page and initiate the export manually.

Scheduled recurring exports, such as an automatic monthly audit log export delivered by email or stored in a secure location, are planned for a future release.

Data Portability

DPC Pro is committed to data portability. You can export all of your practice data at any time, and the exported formats (JSON and CSV) are industry-standard and compatible with other systems.

Migration Support

If you are transitioning to or from DPC Pro:

Importing into DPC Pro: DPC Pro supports CSV imports for patient demographics and memberships. Navigate to Compliance → Data Import to upload a CSV file. See the import page for required column formats.
Exporting from DPC Pro: use the Patient Data Export to generate a complete record for each patient, or use the audit log export for compliance records.

Bulk Export

For a full practice data export (for example, if you are migrating to another system), you will need to export patient data one patient at a time using the Patient Data Export tool. Each export captures a complete record for that patient.

Import Formats

When importing data into DPC Pro, the following CSV column formats are expected:

Patient import: first_name, last_name, email, phone, date_of_birth, sex, address_line1, address_line2, city, state, zip_code

Membership import: patient_email, plan_name, start_date, billing_email, payment_method

Need Help?

If you need help with data exports, reach out to the DPC Pro support team at [email protected] or visit the troubleshooting guide.