Migrating from AppointmentPlus to Noterro

For those migrating Patient and Appointment data from AppointmentPlus to Noterro, follow the steps below to ensure a smooth transition.

Exporting Your Patients from AppointmentPlus

1. Click on the Reports Tab at the top of the page.
2. Select Customer Reports on the side of the page.
3. This report is available only to:
   • Headquarters
   • Location Administration
   • When enabled in:
     • Settings
     • Location Users
     • Call Center Users
4. Format the report details by checking off all fields. Format it as Excel.

Exporting Your Appointments from AppointmentPlus

1. Click on the Reports Tab at the top of the page.
2. Select Appointment Report on the side of the page.
3. Filter the Booking Status of the appointments you want to transfer. Ensure to include both past and future appointments in the export.
4. Under the format options, select Excel format to facilitate sorting and uploading.

Important Note: If the report is too large, you may receive an "Internal Server Error" message. Try limiting the date ranges and export in batches if necessary. Use the Save & Run Report feature to save your settings for batch exports. You can also book a migration call, and we'll help coordinate the best way to make the switch based on your specific situation.