Learn how to seamlessly transition from Owl Practice to Noterro by exporting crucial data such as appointments and sessions.
Exporting Your Appointments from Owl Practice
When preparing to export your client list and sessions from Owl, ensure to select as many options as possible for comprehensive reports. The more detailed the information, the smoother your migration process to Noterro will be.
Export Your Sessions
For your sessions, opt for a date range to determine whether to export all past and future sessions or solely future ones.
Export Your Client List
- Use the Client Export feature to download your patient list.
- Sessions can be exported through the Session Export option available on the Dashboard.
Ensure that these files are saved in Excel or CSV format.
Finally, schedule your migration call. Together, we'll plan the most suitable way to transition based on your unique needs. That's it!
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