📑Settings | Data & Docs

Table of Content

• Data & Docs - Data Imports

• Data & Docs - Data Exports

• Data & Docs - Documents & Printing

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Data & Docs - Data Imports

1. Go to the menu bar in the top left corner, scroll down, and click on “Settings”.

2. Click on “Data Imports”

3. Click on the sample data [Patients, Contacts, Products, Billable Item]. Download the CSV file and complete the form.

4. Click on “Choose an Import Type”, then click “Import”.

5. Then, select your file to upload.

6. Click on “Next - Match Information”. You can choose “Do Not Import” from the dropdown if you do not wish to import any field.

7. Click on “Next - Import & Finish”.

8. If you have successfully imported the data, you will see a “Completed” status in the List of Data Imports.

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Data & Docs - Data Export

1. Go to the menu bar in the top left corner, scroll down, and click on “Settings”.

2. Click on “Data Exports”.

3. Click on “Data to Export” and choose form the dropdown list. Choose “Date From” and “Date To” as well.

4. Click on “Export”.

5. Lastly, you can click on the file [in red].

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Data & Docs - Documents & Printing

1. Go to the menu bar in the top left corner, scroll down, and click on “Settings”.

2. Click on “Documents & Printing”.

3. You can upload your comapny’s logo on this page for all your printing purposes.

4. You can also edit all your printing formats on this page for your invoices, payments, account statements, letters and treatment notes.

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