If you're switching to Cliniko from Gensolve Practice Manager, then here are the details you’ll need in order to transfer your data into your Cliniko account!

The very first step is booking your transfer date! We sometimes book months in advance, so we strongly recommend you book as soon as you can to avoid further delays:

Once you've done that, please read through the guide below. It's important to review each section thoroughly, as it outlines your role in the transfer, and what we do for you.

The guide is broken into the following sections:

For a smooth transition, please ensure that your team has had an opportunity to play around with Cliniko and are familiar with it. The trial is unrestricted, so all features are available to set up and become familiar with. You can change your subscription level as required while trialing, which will let you add more practitioners!

In case it's useful, these training guides might come in handy:

All of our support articles and guides can be found on our help site, too! You can quickly search for anything you’d like help with right here.

All users are encouraged to contact our support team with any questions. We're easiest reached from within Cliniko by clicking Help on the blue sidebar, and clicking Chat with us! If you'd prefer email, you can reach us at support@cliniko.com.
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In order to obtain your clients, appointments, clinical notes, letters, and patient attachments, and so on, Gensolve will need to perform an export of your data from your Gensolve database. You’ll need to contact your Gensolve account manager directly and request these exports. This service may attract a fee.

In case it helps, here's a pro-forma that you may send to Gensolve to organise transfer:

You should receive some ZIP files from Gensolve. Please do not unzip your data files before sharing it with us, and please share it with us exactly as it is. Do not attempt to upload a folder full of files, as that can cause issues with sharing. Your Gensolve export files may be very large, depending on your volume of patients, uploads, clinical notes and so on. We won't be able to transfer any data into your Cliniko account until you've shared the Gensolve export with us.

Once you have your exported data, please upload it to your preferred cloud storage service (Microsoft OneDrive, Google Drive, Dropbox, etc), and share with us from there. Contact us for more info.

At a minimum, please perform your export and upload it to your chosen storage option the day before your scheduled transfer, so that we have time to download your exported database. It's important to have all these steps completed prior to the transfer, as we still require time on the day of transfer to load and prepare your data in our system to then be written into your Cliniko account.

There's a bit of setup required in Cliniko prior to the transfer. These are things that we can't necessarily determine or transfer from Gensolve, or settings that are specific to Cliniko.

Please ensure the following things are set up as soon as possible:

Other items that are not required prior to transfer, but are not transferred and will need to be set up manually are:

Past practitioners:

Note that when we transfer appointments, we will need a practitioner assigned to the appointment. This is a little complicated for instances where the practitioner is no longer with you and therefore not in Cliniko. In these cases, please let us know whether you would prefer to assign the appointments to:

Alternatively, you may create all your specific members of staff (past and present) in Cliniko, and we’ll assign all appointments correctly. You can set those former practitioners as inactive, as your Cliniko subscription price is based on the total number of active practitioners.

File attachments:

Cliniko limits the volume of patient attachments in trial accounts. To remove this limit, please add your billing details into your account. Your free trial will continue until completion, and your credit card will not be charged until your trial period has expired.

You can quickly search for and find our guides and help articles to assist you with the setup process on our help site, here.

If you'd like any assistance with getting set up, feel free to contact us! Even if you just have a quick question that you’d like an answer for, we are easiest reached from within Cliniko by clicking Help on the blue sidebar, and clicking Chat with us! You can also click the chat "bubble" at the bottom right corner of this page.

Note that no data is removed from Gensolve in the transfer process. Data is copied to your Cliniko account. The types of data that are transferred are not customisable.

Transfer to Cliniko will include the following from your Gensolve export, and will appear as described in Cliniko:

Transfers can take anywhere from a few hours to a day, depending on the volume of data being transferred. 

Once we’ve finished transfer, you will need to review your appointment types within Cliniko and finish setting them up (assign practitioners to them, assign colours, relate billable items and treatment note templates, assign reminder and confirmation templates).

Prior to the data transfer, please avoid creating or importing the following data. We will import all of these as part of the Gensolve transfer:

Unfortunately, all financial details are excluded from transfer. There is not a way to import financial data into Cliniko. This includes:

If you'd like to record prior payment history or outstanding debts in Cliniko, you can create an opening balance for those patients. This is not considered revenue and will not affect Cliniko's reporting.

Unfortunately, we cannot support Audio Enterprise Manager data.

In addition, the following items are not transferrable and must be set up manually where needed:

In order to access your new Cliniko account and write your data to it, we’ll need your Cliniko URL and an API key.

Cliniko URL:

Your URL can be found in your browser address bar when you're logged in to Cliniko, and will look something like https://your-clinic.au4.cliniko.com. This is required so that we may be sure we’re transferring data to the correct account.

Cliniko API key:

Please log in to your Cliniko account to generate the API key. You'll need to be logged in as an administrative user who is also a practitioner so that the API key generated has the required data access permissions. Please also see our guide on generating a Cliniko API key.

Your API keys are like passwords, and must be handled with care. It's very important that this information is transmitted to us securely. When you book a transfer date, you'll be sent a confirmation email which includes a link to a secure electronic form. This form is where you can securely communicate your API keys and other information to us. If you miss the confirmation email, another link to the same form will be sent in a reminder email closer to your transfer date. Please let us know if you do not receive these emails.

Administrator mobile numbers:

Please add a mobile number to all owner and administrator user profiles at least in the destination account. This allows us to verify your identity if you ever need our help. This won't upset the transfer, but as account owners and administrators it is important.

As a reminder, uploading your Gensolve exports will take time, and transfer into Cliniko cannot start until those exports are uploaded to us. If this process is only able to start on the morning of transfer, your actual transfer may not commence until much later in the day. Accordingly, please schedule data export and upload at least one day prior to your transfer.

Please ensure you are contactable on the day of the transfer. While we shouldn’t need to hassle you much on that day, we may need to contact you if some of the required information or set up is incomplete. If we can’t get in touch with you, we can wait, but this may result in your transfer being delayed.

Transfers are usually performed between 8am and 3pm AEDT, Mon-Fri. We’ll get started on the morning of your booking and let you know when we are done. If it looks like things will take longer than the booked day, we’ll be sure to reach out and keep you informed of the progress.

When the transfer is completed, you’ll be able to use your data within Cliniko immediately.

If there’s anything you’d like to confirm or discuss prior to transfer, please do let us know - we’re here to help!

Having all of this done before the transfer takes place is super important. Please be sure that each item on these lists has been checked off prior to your transfer date:

On the Cliniko side of things:

After the data transfer is complete, the following items will need attending to. Note that your transferred appointments are using appointment types that are not set to send reminders, and have no treatment note templates or related billable items set. If you need your future transferred appointments to send reminders, please edit those appointment types.