Miscellaneous

Exporting staff to DT FileCabinet

If you are licensed for DT FileCabinet, use the
Export Staff
 screen to export staff information to DT FileCabinet. You can also export staff to a standalone XML file.
To export staff, follow these steps.
  1. Choose
    File
     >
    Export
     >
    Staff
     to open the
    Export Staff
     screen.
  2. Mark one or both of the checkboxes to select a destination for the exported staff:
    • DT FileCabinet
       — Mark this checkbox if you want to export staff to DT FileCabinet. If you have more than one DT FileCabinet data location set up, select one from the drop-down list. A new drawer is created in DT FileCabinet for each exported staff member.
      If you want to create a DT Practice folder in each new DT FileCabinet staff drawer, mark the
      Create a DT Practice folder in DT FileCabinet Clients
       checkbox. This checkbox is not available unless you have marked the
      DT FileCabinet
       checkbox.
    • Other
       — Mark this checkbox to export staff to a standalone XML file. Select the More button and navigate to the folder where you want the XML file to be saved.
  3. If you want to narrow down the list of staff to be exported, select a filter from the drop-down list in the
    Filter
     field. To create a custom filter using criteria that you specify, select the More button.
    note
    To remove an applied filter, select the Red X button.
  4. Select the
    Export Selected
     button to export the staff to DT FileCabinet and/or to an XML file.
    note
    This button is not available unless you have marked the checkbox for at least one staff member in the list.

This article applies to:

  • Product: DT Practice