Importing From Practice Jewel to Juvonno

Mary Jane -

Follow along to export from Practice Jewel to Juvonno.

 

Exporting Patients from Practice Jewel

Export patients from Innocare with as much details as possible.

Go to Reports > General Reports and click on the green [+} button next to ‘Patient’, under the ‘General’ section.

Name the report, such as ‘Patients’ and make sure all the variables are selected under the ‘Options’ tab.

Finish by clicking on ‘results’ and choosing to ‘create file’ on the right hand side.

A CSV file will save directly to your computer with the selected name. Simply open the file in Microsoft Excel.

 

Exporting Appointments from Practice Jewel

Go to Reports > General Reports > Appointments Report.

Name the report, such as ‘Appointments’ and make sure all the variables are selected under the ‘Options’ tab.

Finish by clicking on ‘results’ and choosing to ‘create file’ on the right hand side.

A CSV file will save directly to your computer with the selected name. Simply open the file in Microsoft Excel.

 

Exporting Patient SOAP Notes from Practice Jewel

Practice Jewel will allow users to export SOAP notes by practitioner or by patients by going to the Patient Module > Records > SOAP HIstory > Download.

If the notes come out as a PDF they will need to be translated to a CSV file.

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