Exporting From Practice Perfect

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*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 Practice Perfect for import to Juvonno 

Staff Products & Services Patient Demographics Third-Party Companies Patient Insurance Profiles Appointments Transactions Receivables


How to Export Patients from Practice Perfect

Go to Report > Marketing > Client List Report

The file will export into Excel format.

Select the Client filter to All Clients and also enable the Do you want to export? option at the bottom of the window before pressing the Export button.

This will allow you to export your client list as a .csv file.


How To Export Other Reports from Practice Perfect

Other exports such as Appointments, Payors, etc. are explained in the video here.


For full details on how to Export Data from Practice Perfect, please contact your vendor directly.

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