If you're migrating from Schedulicity to Noterro, follow the steps below.
How To Export Patients from Schedulicity
- Log in to your Schedulicty account.
- Select My Business.
- Go to Settings.
- Click Complete Client List.
- Export to Excel.
- Save to your computer.
How to Export Appointments from Schedulicity
- Log in to your Schedulicty account.
- Click My Business.
- Go to Reports.
- Click Schedule by Provider from Settings.
- Adjust the staff and date range of appointments.
- Export to Excel.
- Save to your computer.
Important Note: Appointment data may only be exported one Practitioner at a time. Break down the appointment exports into smaller date ranges if the export times out. Be sure to export all past and future appointments. You can book your migration call, and we'll coordinate the best way to make the switch based on your specific situation.
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