If you're transitioning from Practice Better to Noterro, follow the steps below to ensure a smooth migration of your patients and appointments.
How to Export Patients from Practice Better
- Go to My Clients.
- Click the Fast Action Button in the bottom-right corner.
- Select Export contact information.
- Click the Download button to confirm.
How to Export Appointments from Practice Better
- Click My Clients from the left side of the dashboard navigation.
- Click the 3 dots for more options next to the desired client.
- Select Export data.
- Choose the Personal & Contact Information to export for that client.
- Hit the Create Archive button in the toolbar to begin the export process.
- An email will be sent to you once your client archive is ready.
Important note: 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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