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Importing Patient Details

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)”.

  1. Go to the Settings page
    Screen Shot 2013-01-04 at 12.55.21 PM-1.jpg
  2. Click Data Imports

  3. Click Import Patients / clients
  4. 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! 
  5. Match your data columns with Cliniko fields
    Screen_Shot_2012-11-16_at_1.46.38_PM.png
    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.
  6. 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.   

Have more questions? Submit a request

Comments

  • Avatar
    Drwromero

    Dear Clinico Staff,

    Your kind and expert support is greatly appreciated. We have about 7000 patients and with your help we were able to upload our database from our old system to Cliniko. It is truly efficient to be working in the "cloud" as we can be be in a restaurant and still see what is happening back in th office. Plus, no more virus or Trojan attacks!

    The first day we put the "book online" feature on our web, we instantly had 7 online bookings, not a lot, but those are 7 phone calls we do not have to answer!

    We are having so much fun with Cliniko that we wonder what took us so long to switch.

    Thank you,

    William Romero, MD

    www.romeroclinic.com

  • Avatar
    Philip Wulff

    Hi, I recently gathered a list of people's names at an open day for my clinic. All the details were entered into Excel so I could import them straight into Cliniko. The import worked really well, but unfortunately there were multiple names that were reproduced as a separate person, despite their details (DOB, address, contacts & obviously name spelling) being identical.

    I have noticed this doesn't occur when patients rebook online and I recall you said the system matches their data. Just wondering if there's an easy solution to this rather than manually trawlling through the lists prior to importing.?

    Cheers, Phil

  • Avatar
    Jim Sadusky

    William - Great to hear!   Hope things keep improving for you with the new software!

    *Philip *- We can reverse a data import if you need to.  Can you open a support ticket and we'll help sort you out straight away?

  • Avatar
    Lorna Mari Joan Jackson

    Hello, I was wondering if as well as the ability to import data to cliniko is it as easy to export data to other programs used. Many thanks.

  • Avatar
    Jim Sadusky
  • Avatar
    bronwen henley

    Can I have some help importing my csv file? I have it in zip format but don't know what to do next... Can I email it to you? Thanks Bronwen

  • Avatar
    Bart Lewis

    Hi Bronwen,

    Sure thing. Just email it to us at support@cliniko.com.

    Thanks,

    Bart

  • Avatar
    Selena Nunn

    Is it possible to add an archive box to the check list when importing? 

     

  • Avatar
    Dr.Ken

    Hello. Has anyone had experience exporting/importing data from PMP (which is a widely used chiropractic software here in Canada by the Ontario Chiropractic Association) to Cliniko? I am in the process of taking over an existing office and would like to integrate Cliniko as the office software. Thanks!

  • Avatar
    Bart Lewis

    Hi Dr. Ken! I know we have had clients move over from PMP but I have never gotten any insight into how they export the data. I assume there is an export function for patient information. If you can get the data out of PMP we can help you get it into Cliniko. Just email support@cliniko.com if you need a hand. Thanks!

  • Avatar
    Brisbane City Psychologists

    Hi - I have a list of patients to import from our legacy system into Cliniko. Many of those clients have a status of 'archived' in the legacy system. How can I import them to have them archived in Cliniko as well?

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