|*Note: These instructions were created using information gathered from the vendor and its publicly available resources. This information may differ from the exact exportation process. If you experience any difficulties exporting your data, please contact the vendor directly.|
Data that can be exported from AppointmentPlus for import to Juvonno
|Staff||Products & Services||Patient Demographics||Third-Party Companies||Patient Insurance Profiles||Appointments||Transactions||Receivables|
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. This will help when sorting and uploading data. If Juvonno doesn’t have a field that matches the export, the details can be added as a note on the patient profile.
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 as many appointment details that will align with Juvonno’s import template. 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.
For full details on how to Export Data from AppointmentPlus, please contact your vendor directly.