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