Office Therapy/QuicDoc Pro - Auto Export Updates from Office Therapy To QuicDoc Pro
Reference Number: AA-00359 Views: 9056 Created: 04-29-2014 11:09 am Last Updated: 06-28-2018 02:44 pm 0 Rating/ Voters


The instructions below will show you how to set up Office Therapy to automatically update QuicDoc Pro when you modify a Client's demographics.


To Make Sure Office Therapy is Set Up to Automatically Export Changes to QuicDoc

In Office Therapy – Go to Preferences - Customize


Click on the Administrative Tab


Make sure that the Automatically export new\updated records box is checked.

(If you SQL Server and Database have not been set – Click on the Refresh button next to each entry to populate the fields)

You can also set up QuicDoc to Synchronize with Office Therapy (send updates to OT).

Log into QuicDoc as Admin. Go to Setup - Preferences


Click on Links and make sure that Automatic Export/Update is checked.

(If your SQL Server and Database have not been set – Click on the Refresh button next to each entry to populate the fields)


(If your SQL Server and Database have not been set – Click on the Refresh button next to each entry to populate the fields)


 

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