| *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 Cliniko for import to Juvonno
| Staff | Products & Services | Patient Demographics | Third-Party Companies | Patient Insurance Profiles | Appointments | Transactions | Receivables |
| ✔ | ✔ | ✔ |
How To Export 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.
How To Export Patients from Cliniko
Go to Settings Module, and click on Data Exports. There will be a drop-down list that should be toggled to patients. Use the data range to adjust when the patients were created to include all potential patients.
When exporting your patient information, be sure to export your data with all the available fields.
If the download times out due to file size, select a smaller date range such as yearly, or four-month increments for multiple exports.
Finish by clicking Export data, and your file will be listed, then click the download button to save it to your local computer.
How To Export Appointments from Cliniko
Go to Settings Module, and click on Data Exports. There will be a drop-down list that should be toggled to appointments. Use the data range to adjust the appointments, past and future you would like to export.
If the download times out due to file size, select a smaller date range such as yearly, or four-month increments for multiple exports.
Finish by clicking Export data, and your file will be listed, then click the download button to save it to your local computer.
How To Export Charts from Cliniko
Go to Settings Module, and click on Data Exports. There will be a drop-down list that should be toggled to charts. Use the data range to adjust which charts and the date range that will be exported.
If the download times out due to file size, select a smaller date range such as yearly, or four-month increments for multiple exports.
Finish by clicking Export data, and your file will be listed, then click the download button to save it to your local computer. This file will download as a CSV, and will be imported to Juvonno as SOAP notes.
|
For full details on how to Export Data from Cliniko, please contact your vendor directly. |
<%= heading %>