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Export your whole book

Your book is yours. Download all of it, any time, in files any spreadsheet can open.

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What's in the export

A zip file of spreadsheets (CSV): clients, households, policies, medications, doctors, pharmacies, notes and memo transcripts, commission statements and lines, appointments, scope of appointment records and the audit log of your own actions. A README file explains every column.

Uploaded files themselves (statements, recordings, documents) are listed in the export but not included in the zip.

Download it

  1. Go to Settings and choose the export of your whole book.
  2. If you signed in more than 5 minutes ago, Anviik asks you to sign in again with your password and authenticator code. This protects your book if someone else gets to your screen.
  3. The download starts by itself once you're back in Settings.

The export includes full Medicare numbers. Keep the file somewhere private, and don't email it.

If your book is too large to export in one file, email support@anviik.com and we'll help.

Still stuck?

Email support@anviik.com with what you were trying to do. Leave client details out of the email; we'll ask if we need them.

Email support