Connecting Universal Office to MarSimple
Step-by-step instructions for exporting Appointments and Invoices from Report Manager Plus into MarSimple for automated booking status and revenue attribution.
What this unlocks for your clinic
See exactly which ads put patients in your chairs.
Most clinic marketing stops at clicks and phone calls. By syncing Universal Office with MarSimple, your ads are measured against real clinic outcomes: completed assessments, attended sessions, and actual invoiced revenue.
Know who attended, completed, or cancelled without updating spreadsheets.
Ties billed treatments, EHC claims, and MVA totals directly back to advertising.
Google Ads targets high-value patients who show up and complete treatment plans.
Important Notice for Clinic Staff
Inside Universal Office, save all reports under a dedicated group named “MarSimple”. Once these reports are configured, do not edit, rename, remove, or rearrange their columns. MarSimple's ingestion pipeline relies on the exact column ordering and field names to map patient data, appointments, and billing automatically.
Appointments Report (Booking & Attendance)
Goal: Syncs patient booking dates, practitioner activities, and attendance status (Attended, Confirmed, Completed, Cancelled, No-Show) to patient leads in MarSimple.
Exact Canonical Column Order (12 Columns)
Click any column badge to copy header name| Column # | Column Header Name | Description / Example |
|---|---|---|
| 1 | Patient email address used to match leads | |
| 2 | Patient primary or home telephone | |
| 3 | Secondary contact telephone number | |
| 4 | Cell phone or SMS number | |
| 5 | Service provided (e.g. Physiotherapy Initial Assessment, Chiropractic Treatment, Massage) | |
| 6 | Scheduled date and time of the appointment | |
| 7 | Booking outcome: Attended, Completed, Cancelled, No Show, Arrived, or Confirmed | |
| 8 | Full patient name (Last, First or First Last) | |
| 9 | Universal Office patient file ID (e.g. OroV3_1666019 or 1666019) | |
| 10 | Patient first name | |
| 11 | Patient last name | |
| 12 | Patient business or daytime telephone |
Invoices Report (Attributed Revenue)
Goal: Sums all billed treatments, extended health care (EHC) claims, and MVA (Motor Vehicle Accident) invoices directly back to the original advertising lead.
Exact Canonical Column Order (8 Columns)
Click any column badge to copy header name| Column # | Column Header Name | Description / Example |
|---|---|---|
| 1 | Client Case / File ID (e.g. 1666019 or AB_123456) | |
| 2 | Date the invoice was last modified in Universal Office | |
| 3 | Date the treatment or invoice was generated | |
| 4 | Billing status (Paid, Submitted, or In Progress) | |
| 5 | Total invoiced dollar amount (e.g. $115.00) | |
| 6 | Insurance or billing classification (EHC, MVA, or Private Pay) | |
| 7 | Motor Vehicle Accident portion billed (e.g. $0.00 or $150.00) | |
| 8 | Patient full name (Last, First) |
How to Upload into MarSimple
Upload takes less than 60 seconds from your clinic dashboard.
Navigate to Settings
Log in to your MarSimple clinic dashboard at app.marsimple.com and click Settings in the main navigation bar.
Locate EMR / Practice Management System
Scroll to the EMR Integration card. Ensure that “Universal Office (Antibex) — Physio & Rehab” is selected as your clinic system.
EMR / Practice Management Software
ActiveUniversal Office (Antibex) — Physio & Rehab Practice Hub
Open the Upload Dialog
Click the black “Upload Universal CSV” button. The secure modal will appear.
Select Report Type
Leave selected on ✨ Auto-Detect (recommended). MarSimple automatically detects whether your file is an Appointments or Invoices report by reading the canonical headers. You can also manually choose 📅 Appointments or 💵 Invoices.
Drop File & Upload
Drag and drop your exported .csv file into the upload zone and click submit.
Instant Processing & Matching
The file is queued and processed in the background. MarSimple matches leads across telephone numbers, emails, and Universal Client IDs, updating patient statuses and summing attributed revenue without creating duplicate records.
Best Practices & Common Answers
Q:What if I upload overlapping date ranges (e.g. uploading Jan–Oct when Sept was already uploaded)?
Answer: MarSimple uses idempotent upsert logic. Existing appointments and invoices are refreshed, and duplicate records are never counted twice.
Q:Does Universal Office need to be open while uploading?
Answer: No. Once you export the CSV file from Report Manager Plus to your computer, you can upload it into MarSimple from any browser on any device.
Q:How long does processing take?
Answer: Most files process within 30 to 90 seconds. You can track completed uploads and total rows processed directly in the Universal Upload History table below the upload button.
Ready to test your Universal Office export?
Log in to your clinic portal and run your first upload in under 2 minutes.