Follow along to export from Innocare to Juvonno.
Exporting Patients from Innocare
Export patients from Innocare with as much details as possible.
- Click on the Management Tab, then click on Clients
- Click on GO
- Right-click the client list
- Click ‘Save to File’
- Select your Desktop or Local computer and finish by clicking save
To learn more click here.
Exporting Appointments from Innocare
Export appointments (past and future) with as much details as possible.
- Click on the Management Tab, then click on Appointments
- Set booked dates to ‘all dates’
- Click on GO
- Right-click the client list
- Click ‘Save to File’
- Select your Desktop or Local computer and finish by clicking save
To learn more click here.
Exporting Financials from Innocare
- Click on the Management Tab, then click on Financials
- Set ‘Entered At’ to All
- Set ‘Posted To’ to All
- Set Posted to ‘All Dates’
- Click on GO
- Right-click the client list
- Click ‘Save to File’
- Select your Desktop or Local computer and finish by clicking save
To learn more click here.
Note: When exporting from Innocare you will end up with a .txt file. This file should be converted to a CSV before importing to Juvonno.
Comments
0 comments
Please sign in to leave a comment.