Lever is an Excel Addin which delivers insights directly into Microsoft Excel from your Practice Management System.
Lever is installed on a per-user basis directly into their Microsoft Excel.
To install Lever:
- Download the view setup application from here: http://vsto.smarterbusinesssoftware.com.au/lever/setup.exe
- Follow the prompts on this installer to install this Excel Add-in
3. Once installed - you will have access to the Lever toolbar within Excel.
4. Once activated - press the Open/Load button and all available functions will open.
If you are unable to install this add-in please log a support ticket.