|*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.|
How To Export Patients from Full Slate
Click on Clients > List. Then click the export icon in the top right corner and a (CSV) file with client details will download directly to your local computer.
To learn more click here.
How To Export Appointments from Full Slate
Go to the Scheduling area, choose More, then Sync, Import & Export, and finally Export Appointments. You can also try under the Reports tab, selecting appointment activities and exporting as a (CSV) to your local computer.
If the download times out, adjust the data range to smaller increments to conduct multiple exports. All past and future appointments should be exported.