How To Export your Patients from AppointmentPlus
Click on the Reports Tab at the top of the page, then select Customer Reports on the side of the page.
Note – this report is only available to headquarters and location administration when enabled in Settings > Location Users > Call Center Users.
Next, format the report details, including as many fields as possible by checking off all fields, and format it as Excel.If the report is too large it may time out resulting in an error message ‘Internal Server Error’. Limit the date ranges of the report and make several exports if necessary.
How To Export your AppointmentPlus Appointments
Click on the Reports Tab at the top of the page, then select ‘Appointment Report’ on the side of the page.
Filter the Booking Status of the appointments you would like to transfer. Be sure to include both past and future appointments in the export.
Under the format options, be sure to select format as Excel to help when sorting and uploading data.
If the report is too large it may time out resulting in an error message ‘Internal Server Error’. Limit the date ranges of the report and make several exports if necessary. Use the ‘Save & Run Report’ to save the settings if you are exporting in batches.
That's it! Then book your migration call and we'll coordinate the best way to make the switch based on your specific situation.
How To Export your Patients from AppointmentPlus
Click on the Reports Tab at the top of the page, then select Customer Reports on the side of the page.
Note – this report is only available to headquarters and location administration when enabled in Settings > Location Users > Call Center Users.
Next, format the report details, including as many fields as possible by checking off all fields, and format it as Excel.If the report is too large it may time out resulting in an error message ‘Internal Server Error’. Limit the date ranges of the report and make several exports if necessary.
How To Export your AppointmentPlus Appointments
Click on the Reports Tab at the top of the page, then select ‘Appointment Report’ on the side of the page.
Filter the Booking Status of the appointments you would like to transfer. Be sure to include both past and future appointments in the export.
Under the format options, be sure to select format as Excel to help when sorting and uploading data.
If the report is too large it may time out resulting in an error message ‘Internal Server Error’. Limit the date ranges of the report and make several exports if necessary. Use the ‘Save & Run Report’ to save the settings if you are exporting in batches.
That's it! Then book your migration call and we'll coordinate the best way to make the switch based on your specific situation.
How To Export your Patients from AppointmentPlus
Click on the Reports Tab at the top of the page, then select Customer Reports on the side of the page.
Note – this report is only available to headquarters and location administration when enabled in Settings > Location Users > Call Center Users.
Next, format the report details, including as many fields as possible by checking off all fields, and format it as Excel.If the report is too large it may time out resulting in an error message ‘Internal Server Error’. Limit the date ranges of the report and make several exports if necessary.
How To Export your AppointmentPlus Appointments
Click on the Reports Tab at the top of the page, then select ‘Appointment Report’ on the side of the page.
Filter the Booking Status of the appointments you would like to transfer. Be sure to include both past and future appointments in the export.
Under the format options, be sure to select format as Excel to help when sorting and uploading data.
If the report is too large it may time out resulting in an error message ‘Internal Server Error’. Limit the date ranges of the report and make several exports if necessary. Use the ‘Save & Run Report’ to save the settings if you are exporting in batches.
That's it! Then book your migration call and we'll coordinate the best way to make the switch based on your specific situation.
