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Download all your data

One ZIP with your records as CSV files, the files you uploaded and your policies as PDF.

You can download a full copy of your records at any time. Registered providers must keep records, so keep a copy with your own files.

Download all your data in Settings

Steps

  1. Open Settings and scroll to Download all your data.
  2. Press Prepare my export.
  3. Wait while CareHelm prepares it. You can leave the page.
  4. When it says Your export is ready, press Download ZIP.

Good to know

  • The download works for 7 days. Prepare a new one when you need it.
  • You can prepare up to 3 exports a day.
  • After your plan ends, your account stays open read-only for 90 days and the download still works.
  • For the pack you send your auditor, see Export your audit pack.

Open in CareHelm

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