If you're migrating from MindZplay to Noterro, follow the steps outlined below
Exporting your Patient List from MindZplay (Practice Jewel)
We recommend exporting your Patient list with as much information as possible.
- Go to Reports > General Reports.
- Click the green [+] sign next to the word Patient under the General section.
- Name the report as “Patient List” and ensure all variables are selected under the Options tab to bring overall profile field data.
- Click the Results tab and choose Create File on the right.
Important Note: A CSV file will be saved to your computer, which you’ll need to locate to upload to Noterro.
Exporting your Appointments from MindZplay (Practice Jewel)
- Go to Reports.
- Select General Reports
- Then go to the Appointments Report.
- Name the report 'Appointments.'
- Ensure that all variables are selected under the Options tab, as you’ll want to bring over as much appointment information as possible.
- Navigate to the Results tab.
- Click Create File on the right.
- A CSV file will be saved to your computer.
Important Note: You can book your migration call, and we'll coordinate the best way to make the switch based on your situation.
Comments
0 comments
Please sign in to leave a comment.