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! This is why Cliniko offers you the ability to import the following information:
- Contacts (third parties, such as referring GPs)
- Billable items
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:
Each practice management system has a different way of exporting data, but we've put together a few guides to help you figure things out!
Guides to Exporting Data From Other Practice Management Systems:
- Front Desk
- Power Diary
- Outlook 2007
- Outlook 2010
- Outlook 2011
- Mac Contacts
- iPhone Contacts
- Google Contacts
If your software isn't listed here, feel free to contact us to see if it's something we can help with.
Many systems 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".
What Can't I Import?
You won't be able to 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!