PracticeQ
Practice management formerly known as IntakeQ, used across allied health
Export Steps
Sign in to PracticeQ
Open practiceq.com and sign in as a practice owner or admin.
Open Clients → Export
Click "Clients" in the left navigation. Click the "Export" button at the top-right of the client list. Choose "Export All Clients to CSV".
Download
CSV downloads to your browser. Save to a HIPAA-compliant location.
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
Rebranded from IntakeQ to PracticeQ — older docs reference the old name.
Some practices still use the IntakeQ export path; both lead to the same CSV.
Pro Tips
Use the "Tags" feature to pre-segment clients by service or status.
PracticeQ supports custom intake fields — they appear at the end of the CSV.
Got your export? Now what?
The Storage & Handoff Playbook covers verifying, securing, and using the data for compliance, migration, or analytics.