If you use WinOMS Cloud, you can easily export your appointment data and import it into Kubo using our importer. Follow the steps below to get started:
Reports > Scheduler > Appointment Profile canned report.
Step 1: Export the Appointment Report from WinOMS Cloud
Go to the Reports tab in WinOMS Cloud
Click on Scheduler
Choose Appointment Profile
Download Excel file
This report includes all patient appointments scheduled in WinOMS Cloud. We support importing multiple locations & providers at once.
Step 2: Import the Report into Kubo
Log in to your Kubo account
On the Appointments card, click the Import Appointments Report button
Select the XLSX or CSV file you exported from WinOMS Cloud
Kubo will automatically import and match appointment and patient data, so you can continue your workflow without manual entry.
Need Help?
If you run into any issues or have questions about your report, reach out to our support team, and we’ll be happy to assist.