How to Export Your Practice's Data From CareSync

Sep 14, 2018 11:15:06 AM

A lot of you have asked on the best way to do a full export of the data that CareSync built for you and your patients.   This blog post outlines the steps that you'll need to take to generate this export file prior to November 4, 2018.

Our servers remain and will continue to be operational, secure, with appropriate security measures, and accessible by our customers and members until November 4, 2018.  We intend to follow all applicable requirements under our agreements and applicable law regarding patient data in our possession, including, but not limited to, the secure transfer and/or ongoing maintenance and security of patient data.

What does this mean for you?

On November 4, 2018, all ePHI that is in CareSync's possession will be destroyed pursuant to the NIST SP 800-88 guidelines for Media sanitation as recommended guidance for disposal of PHI pursuant to the HIPAA Security Rule.


Step 1

First, log into CareSync using an Administrative Login for your organization, and click on the Manage Members button to the left. 

The box at the bottom has the instructions, and will be the location where you access the files.  You will need to send an email request to to kick this process off.


instructions for enterprises


We monitor that email daily, and will queue your export up in the order it was received.

Step 2

Once your export request has been completed on our end, the files available for download will be listed in the same place as the original instructions, under Organization Data Export.  


We'll shoot an email to the person who made the original request once it's ready.




Step 3

Download the file(s) to your local machine by clicking on the Download button for each one listed.  Depending on your computer's settings, you may be prompted to save this file, or it may download automatically.

Lastly, please note that the total file size for your practice may be quite large, so the download will be broken up into multiple archive files up to 1 GB in size. 

If the file download appears stuck toward the end at "0 B/S," please wait awhile.  That usually means the download is finished, but the browser is still processing the file locally.  Since these are large files, this is likely what is happening.  Please wait for the browser to finish (up to a few minutes!) and do not click Cancel or Pause, as it will interrupt the process.

We will get to each one in the order they are requested.  If you have additional questions, please do not hesitate to contact us at

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