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ClinicSense

Practice management for chiropractors, RMTs, and physiotherapists

chiroeasy~5 minCSVOfficial Docs ↗Last verified May 4, 2026

Take it with you

The full ClinicSense export guide as a PDF

Print it. Share it with your office manager. Keep it for the next time. Free.

Export Steps

1

Log In to ClinicSense

Open your browser and navigate to app.clinicsense.com. Enter your email and password and click "Sign In". ClinicSense is fully cloud-based.

EHR Software
Dashboard
Clients
Schedule
SOAP Notes
Reports
Settings
Dashboard
Clients
Schedule
SOAP Notes
Invoices
Reports
Settings

Tip:

The "Export client list" permission must be assigned to your account by a superuser. If you do not see the export option, ask your clinic owner to grant you this permission under Settings.

2

Navigate to Clients

In the left sidebar, click "Clients". This opens the full client list for your clinic.

EHR Software
Clients
Name
Phone
Email
Status
Last Appointment
Next Appointment
Add New Client
Filter
3

Optionally Select One or More Practitioners

Before exporting, you can optionally select one or more Practitioner filters to limit the export to clients of specific practitioners. To export all clients across all practitioners (recommended), leave the practitioner selector at its default (all practitioners).

EHR Software
Practitioner filter (optional) — leave at default to include all practitioners

Tip:

ClinicSense defaults to showing all active clients. The export will include only clients currently visible in the list.

4

Click "Export Client List" at the Bottom Left

Look at the bottom-left area of the Clients page — you will see an "Export Client List" button. Click it. A confirmation dialog will appear — click "Export" to confirm. Follow your device's on-screen download prompts to save the CSV file.

EHR Software
Clients
Name
Phone
Email
Status
Last Appointment
Next Appointment
Export Client List

Tip:

The button is at the bottom-left of the Clients page — scroll down if you do not see it immediately.

5

Send to MedMasters

Upload the downloaded CSV using the secure MedMasters upload link provided by your account manager.

Note:

Do not email patient data. Always use the secure MedMasters upload portal.

Field Availability

Which MedMasters data fields are available in this EHR export.

Our Field
EHR Field
Notes
Status
First NameREQ
First Name
Available
Last NameREQ
Last Name
Available
PhoneREQ
Phone / Mobile Phone
Available
EmailREQ
Email
Available
Last Visit DateREQ
Last Appointment
Available
Active / InactiveREQ
Client Status
Available
Insurance vs Cash
Not available in standard export
ClinicSense does not track insurance vs cash pay at the client level
Not available
Visit Count
Total Appointments
May require a separate appointment summary report
Partial

Known Quirks

⚠️

ClinicSense calls patients "clients" — same data, different terminology

⚠️

ClinicSense does not natively track insurance vs cash pay — this field will be unavailable

Pro Tips

💡

ClinicSense is clean and easy to export from — the entire process takes under 5 minutes

💡

Used across multiple disciplines including chiro, RMT, physiotherapy, and acupuncture — all follow the same export process

Got your export? Now what?

The Storage & Handoff Playbook covers verifying, securing, and using the data for compliance, migration, or analytics.

View Playbook

Want this turned into bookings?

MedMasters Reactivation runs the entire patient outreach for you — fully managed, fully compliant.

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