Switching
Moving your clinic, step by step
Here is exactly what the move involves, what you can do yourself today, and where we help you along the way.
What you can do yourself, today
You can bring your patient list yourself
Export your patients from your current system and load the file in. The columns are read from the file's own headings, so it works whether the export says "First Name", "Firstname" or "Given Name", from another system or a spreadsheet kept by hand. You see exactly what would happen before it is loaded.
See it before it happens
The first pass only reads the file. It shows which of its columns were recognised and what each became, how many patients would be created, and exactly who would be skipped and why. You load it with the second button, once it looks right.
Every existing record is kept
A row matching somebody already on your practice is set aside and listed for you, so a file can be run again after fixing a few rows.
Ambiguous dates are flagged for you to check
03/04/1980 is March in one country and April in another. The import keeps it for you to confirm and gives you the line number, so every clinical record carries the date you meant.
Your referrer list and your stock, too
GPs and specialists load from a CSV and match on name, so re-running after fixing three phone numbers updates rather than duplicates. Products import from a stock export with the tax set correctly on the way in.
Your records leave in one click
Full CSV export of patients, appointments, notes and invoices, whenever you want, yourself and free. Every export is recorded in the audit log.