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Installing Lever

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 Microsoft Excel.

Step 1: Download the view setup application here:

Step 2: Follow the prompts on this installer to install this Excel Add-in

Step 3: Once installed you will have access to the Lever toolbar within Excel.

Step 4: Once activated, press the Open/Load button and all available functions will open. 

If you have any questions, please contact our support team at

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