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.
Quick Summary
How It Works at a Glance
From Universal Office to verified clinic revenue in 4 steps.
Open Report Builder
Universal Scheduling → Reports → Tools → Report Builder
Build 2 Templates
12-column Appointments & 9-column Invoices
Export CSVs
Set your date range (e.g., this month) and save as .csv
Upload to MarSimple
Instant patient attendance & ad revenue attribution
How to Build Your Report Templates
Watch this short screen recording to see how to create the MarSimple group, add the columns in order, and save the templates:
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”. Universal Office automatically orders the columns in your exported file, so you do not need to worry about rearranging them. Simply ensure all required fields shown below are checked.
Opening Report Builder in Universal Office
Follow these 2 quick clicks to open the template designer.
Click “Reports” on the Main Toolbar
From your Universal Scheduling window, look at the top menu icon bar and click the Reports button.
Click Tools → “Report Builder...”
Inside Report Manager Plus, click the Tools menu from the top navigation and select Report Builder...
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.
How Field Selection Works in Universal Office
In Report Builder, you cannot select all 12 fields from one list. First, check Patients to choose patient contact info. Then press OK, check Appointments, and select the appointment fields. Follow the 2 stages below:
Stage 1: Select “Patients” Fields (8 Fields)
Check the Patients checkbox in the tree view to open the patient fields dialog.
Select these 8 patient fields from the left column and click >> to add them to your report:
Stage 2: Check “Appointments” Under Patients
Click OK on the Patients box, then check the Appointments branch.
After saving the patient fields, look in the Report Builder tree under Patients and select the Appointments checkbox.
Stage 3: Select “Appointments” Fields (4 Fields)
Pick the remaining 4 booking and attendance fields.
Select these 4 appointment outcome fields and click >> to add them, then click OK:
All Columns in the Final Export
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.
The 9 Invoices Fields
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 | Universal Office billing invoice number | |
| 5 | Billing status (Paid, Submitted, or In Progress) | |
| 6 | Total invoiced dollar amount (e.g. $115.00) | |
| 7 | Insurance or billing classification (EHC, MVA, or Private Pay) | |
| 8 | Motor Vehicle Accident portion billed (e.g. $0.00 or $150.00) | |
| 9 | 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 column 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 dates (like uploading Jan–Oct when Sept was already uploaded)?
Answer: It is completely safe to re-upload anytime. MarSimple refreshes existing appointments and invoices without creating any duplicate records.
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 web browser on any device.
Q:How long does processing take?
Answer: Most files finish 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.