Exporting Your Data from Osmind

Last updated: July 29, 2026

Osmind gives you a couple of ways to get your data out of the platform, depending on what you need.

  • If you just need a specific report, a patient's documents, or a form, you can often get this yourself directly in the product — no request needed.

  • If your organization is transitioning off Osmind and needs a complete export of your data, our team can coordinate that for you.

Getting Data Yourself

For smaller, day-to-day needs, you don't have to wait on a formal export:

  • Reports: Use the Reporting tab to generate reports on your patients, appointments, payments, and more. This includes the Patient List report, which gives you your full list of patients and their relevant information, and the Appointments report.

  • Patient documents and chart notes: You can download existing documents or chart notes for an individual patient directly from their record.

  • Forms: You can download PDFs of forms you've created in your account.

  • Journal entries: A complete record of a patient's logged journal entries can be downloaded directly within charting.

Requesting a Full Organizational Export

If your organization is transitioning off Osmind and has more than 50 patients, our team is happy to coordinate the bulk export and provide instructions for receiving the files. Please complete your cancellation request here.

What's Included

Your export is delivered as one or more ZIP files and may include:

  • Provider Documents
    Documents uploaded and stored by providers within Osmind.

  • Patient Documents
    Documents uploaded to patient records. Each patient has their own folder containing their uploaded documents.
    Example folder name: Jane_Doe_1234567
    (The numeric identifier is a system-generated patient identifier.)

  • Chart Notes
    Patient chart notes are exported as PDF files, one per patient.
    Example file name: Jane_Doe_1234567_charts.pdf

  • Additional Practice Data
    Depending on your needs, we may also be able to provide:

    • Patient lists

    • Appointment data

    • Payment data

Let Support or your Customer Success Manager know which of these you need so we can determine the right export for your situation.

What's Not Included

  • Messaging and Chat Data
    Messaging and chat history are not included in a standard export. If you need access to messaging data, contact our team — in some cases custom retrieval is possible, but it may require additional review and engineering effort.

Other Limitations

  • Credit card details are not included in any export.

  • Patient data can't be transferred directly between Osmind accounts; instead, export your Patient List and import it into the new account.