How To Export Patients from ClinicSense
Only administrators have access to export data into a CSV.
Click on the client page tab at the top of the screen, then click on the download button next to the search bar.
Using the filter options, export as much patient information as possible.
How To Export Appointments from ClinicSense
Click on Reports then Appointments. Run a report for the appropriate date range, and export the results. ClinicSense does not provide an end-time of the appointments so during your migration call, we will review the export and determine if we can calculate the end-time based on the service's name.
That's it! Then book your migration call and we'll coordinate the best way to make the switch based on your specific situation.
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