If you're migrating from Full Slate to Noterro, follow the steps below,
Exporting Patients from Full Slate
- Click on Patients.
- Go to List.
- Click the Export icon in the top right corner.
- A CSV file with Patient details will download directly to your local computer.
Exporting Appointments from Full Slate
- Go to the Scheduling area.
- Choose More.
- Then select Sync.
- Go to Import & Export
- Lastly, select Export Appointments.
- Alternatively, you can also try under the Reports tab, selecting appointment activities and exporting as a CSV to your local computer.
Important Note: If the download times out, adjust the data range to smaller increments to conduct multiple exports. All past and future appointments should be exported. You can book your migration call, and we'll coordinate the best way to make the switch based on your situation.
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