Insight Practice Management
Integrated practice management for chiropractic and PT clinics
Export Steps
Sign in as Practice Admin
Open Insight on the practice workstation. Patient export requires Practice Admin or Owner role.
Open Reports → Patient List
In the menu, choose Reports → Patient List Export. Set filters: Status = All, Date Range = All Time.
Run and Export
Click "Run Report" and then "Export to CSV". Save to a HIPAA-compliant folder.
Send via Secure Upload Link
Upload the file using the secure link your MedMasters account manager provided. Do not email the CSV file directly — patient contact data must be transmitted securely.
Note:
Never send patient data as a plain email attachment. Patient data sent over unencrypted email violates HIPAA. Use only the secure upload link provided by MedMasters.
Field Availability
Which MedMasters data fields are available in this EHR export.
Known Quirks
Different "Insight" products exist (Vyne Insight, Insight by ChiroSoft) — verify which one your practice uses.
Reports run synchronously and can lock the UI for large lists — schedule for off-hours.
Pro Tips
Save filter presets so monthly reactivation exports are one click.
Joint exports of Patient List + Visit Log give the cleanest reactivation dataset.
Got your export? Now what?
The Storage & Handoff Playbook covers verifying, securing, and using the data for compliance, migration, or analytics.