Lever is an Excel Addin which delivers insights directly into Microsoft Excel from your Practice Management System.

Installing Lever

Lever is installed on a per-user basis directly into their Microsoft Excel.

To install Lever:

  1. Download the view setup application from here: http://vsto.smarterbusinesssoftware.com.au/lever/setup.exe
  2. 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