Are you looking to import your patient file into Cliniko, but not sure where to start? Look no further!
Can I have a video to show me the process?
Sure thing! Make sure you view it full screen so you can see all the detail.
Export your patients out of your previous system
We have a few guides to get you started with some of the more common contact managers. You can find the full list right here. Also, you can skip the Excel step, we have already taken care of that.
If you have another Clinic system you are moving from you may want to contact their technical support and ask how to do a CSV export of your data.
Open the file in Excel (or your favourite spreadsheet program)
Each Practice Management System has it's own way of exporting information - in it's own format – but you can easily fix that with Excel.
Once you have your patient data open in Excel, simply Save As... and choose the file type “CSV (Comma Delimited)”.
- Go to the Settings page
- Click Data Imports
- Click Import Patients / clients
- Choose your file for upload and click "Next – Match Information"
If you receive an error “File is not a valid .CSV file”, contact us by clicking “New Support Ticket” at the top of this page for help!
- Match your data columns with Cliniko fields
Go through each of your fields (on the left) and select the appropriate Cliniko field (The drop down box) to match to. Cliniko tries to match a few for you already, but you can check to be sure it's done it's job properly.
- Click Next – Import and finish
Hurrah! You're done! You'll see is a green message box appear at the bottom of the screen:
Check your patient list again in a few minutes, you will see all your patients imported.