If you're migrating from Timely to Noterro, follow the steps below to export your Patients and/or Appointments.
Exporting Patients From Timely
We’ll need you to export your Patients list with as much information as possible.
- Go to the Reports section.
- Choose Patient List under the Patient section.
- Click CSV to save the file locally to your computer.
Exporting Appointments From Timely
Similar to the Patient List, you’ll want to export the Appointment Schedule from the Reports section using the filter at the top of this report
- Select your date range to include all your past and future appointments.
- Click View Report to generate your data.
- Select CSV to save the file to your computer.
- Locate the file on your desktop and upload it to Noterro.
Important Note: 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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