How To Export Patients from Cliniko
Go to Settings Module, and click on Data Exports. There will be a drop-down list that should be toggled to patients. Use the data range to adjust when the patients were created to include all potential patients.
When exporting your patient information, be sure to export your data with all the available fields.
If the download times out due to file size, select a smaller date range such as yearly, or four-month increments for multiple exports.
Finish by clicking Export data, and your file will be listed, then click the download button to save it to your local computer.
How To Export Appointments from Cliniko
Follow the instructions here.
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 Patients from Cliniko
Go to Settings Module, and click on Data Exports. There will be a drop-down list that should be toggled to patients. Use the data range to adjust when the patients were created to include all potential patients.
When exporting your patient information, be sure to export your data with all the available fields.
If the download times out due to file size, select a smaller date range such as yearly, or four-month increments for multiple exports.
Finish by clicking Export data, and your file will be listed, then click the download button to save it to your local computer.
How To Export Appointments from Cliniko
Follow the instructions here.
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 Patients from Cliniko
Go to Settings Module, and click on Data Exports. There will be a drop-down list that should be toggled to patients. Use the data range to adjust when the patients were created to include all potential patients.
When exporting your patient information, be sure to export your data with all the available fields.
If the download times out due to file size, select a smaller date range such as yearly, or four-month increments for multiple exports.
Finish by clicking Export data, and your file will be listed, then click the download button to save it to your local computer.
How To Export Appointments from Cliniko
Follow the instructions here.
That's it! Then book your migration call and we'll coordinate the best way to make the switch based on your specific situation.
