Follow along to export from Cliniko to Juvonno.
Exporting General Information from Cliniko
Go to the Settings Module, then click on Data Exports. There will be a drop-down list under the data to export field that can be used to select which export report to create. For more information on exporting your data from Cliniko, click here.
Exporting Patients from Cliniko
When exporting your patient information, be sure to export your data with all the available fields.
Go to the Settings Module, then click on Data Exports. There will be a drop-down list under the data to export field that should be toggled to patients. Use the data range to adjust when the patients were created to include all potential patients.
If the download times out, select as smaller date range such as yearly, or a four month range. In this case you may have to complete multiple exports.
Finish by clicking on the Export data button, and your file will be listed with which employee created the file. Click the download button to download to your local computer.
Exporting Appointments from Cliniko
Go to the Settings Module, then click on Data Exports. There will be a drop-down list under the data to export field that should be toggled to appointments. Use the data range to adjust when the patients were created to include all potential patients.
If the download times out, select as smaller date range such as yearly, or a four month range. In this case you may have to complete multiple exports.
Finish by clicking on the Export data button, and your file will be listed with which employee created the file. Click the download button to download to your local computer.
Exporting Charts from Cliniko
Go to the Settings Module, then click on Data Exports. There will be a drop-down list under the data to export field that should be toggled to charts. Use the data range to adjust when the patients were created to include all potential patients.
If the download times out, select as smaller date range such as yearly, or a four month range. In this case you may have to complete multiple exports.
Finish by clicking on the Export data button, and your file will be listed with which employee created the file. Click the download button to download to your local computer. This file will download as a CSV, and will be imported to Juvonno as SOAP notes.