Backup & Restore

Backup & Restore lets you export all your extension data to a file and import it later. This protects your data and makes it easy to transfer everything to a new device or browser.

Exporting a Backup

1. Open the extension and go to Settings.
2. Scroll to Backup & Restore.
3. Click Export.
4. A JSON file downloads to your device containing all your data.

What Is Included in a Backup

Your backup file contains:

• All patients (active and archived)
• Eval summaries for each patient
• Note history and previous note summaries
• Custom instructions (global automation, per-patient, and AI chat)
• Field preferences and other extension settings

Importing a Backup

1. Open the extension and go to Settings.
2. Scroll to Backup & Restore.
3. Click Import.
4. Select your previously exported JSON file.
5. Your data is restored.

When to Back Up

You should export a backup:

• Before switching devices or browsers. Your extension data is stored locally and does not transfer automatically between browsers.
• Before making major changes to your patient list, custom instructions, or templates.
• Periodically as a general precaution against data loss. A weekly or monthly backup is a good habit.
• Before uninstalling or reinstalling the extension.

Important Notes

• Importing a backup replaces your current extension data. If you have made changes since your last export, those changes will be overwritten.
• Store your backup file somewhere safe, such as a cloud storage folder or external drive.
• Backup files do not contain any Protected Health Information sent to the AI. Patient data in the backup is the same data you entered into the extension.