Importing From Clinic Essentials to Juvonno

Mary Jane -

Follow along to export from Clinic Essentials to Juvonno.

 

How to Export a Report

Use the reporting feature to extract specific data for export purposes.

  • Open Reports or “Print Appointments” at the top of your schedule/patient information screen
  • Select the report you wish to export, and select the appropriate parameters (date range/ practitioner)
  • Click Preview
  • At the top left of the preview screen, select the export option
  • Export as: Excel
  • Destination: Desktop
  • Click Export
  • The report will export to your desktop in .xls format

You can then manipulate the exported document to display the information you require.

 

Use this link to find all the basic reports that you can run from Clinic Essentials.

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