Migrating from AppointmentPlus to Noterro

If you're migrating Patient and Appointment data from AppointmentPlus to Noterro, follow the steps below.

Exporting Your Patients from AppointmentPlus

1. Click on the Reports Tab at the top of the page.
2. Select Customer Reports on the side of the page.

This report is only available to headquarters and location administration when enabled in:

1. Settings.
2. Location Users.
3. Call Center Users.
4. Next, format the report details, including as many fields as possible by checking off all fields, and format it as Excel.

Exporting Your Appointments from AppointmentPlus

1. Click on the Reports Tab at the top of the page.
2. Select ‘Appointment Report’ on the side of the page.
3. Filter the Booking Status of the appointments you would like to transfer. Be sure to include both past and future appointments in the export.
4. Under the format options, select Excel format to help when sorting and uploading data.

Important Note: 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 export in batches. You can book your migration call, and we'll coordinate the best way to make the switch based on your specific situation.