If you're moving over to Cliniko from a different practice management system, we want to make it as easy as possible for you to get set up. If you can get information from your current system into a CSV-spreadsheet format, you can then import certain bits of that information into Cliniko (specifically patients, contacts, products, and billable items).
Below, we've created some guides that will help to walk you through the steps for getting information from specific systems:
- Power Diary
- Front Desk
- Outlook 2007
- Outlook 2010
- Outlook 2011
- Mac Contacts
- iPhone Contacts
- Google Contacts
And here the type of data that you'd be able to manually import:
All imports require a CSV spreadsheet file (short for Comma Separated Values; this is a fairly common format of spreadsheet!). The order of information in the file doesn't matter, but you'll need to have headings on each column so you can match up the data. If your file doesn't have a heading, feel free to add a row and type "First Name", "Email Address", and whatever else you like at the top of each column. An example of a CSV file would look something like this:
If your software isn't listed here, feel free to contact us to see if it's something we can help with.
Many systems will export to an Excel file. You can easily convert an Excel file to a CSV by opening it in Excel, then selecting "Save as..." and choosing the file type ".csv".
Once you have that CSV, you'll be able to import it into Cliniko. We'll walk you through that right here.
What can't I import?
You won't be able to directly import treatment notes, appointments, or invoices. However, if you have separate files for treatment notes, you can quickly drag and drop files into your patients' profiles to keep the previous patient history as a file attachment.