Moving your clinic from another system
Bring your patients and what they owe across from a spreadsheet or another system. Owner-only, from Clinic settings → Migrate your data.
If your clinic already keeps patient records somewhere else — another system, or a spreadsheet — you do not need to type them in one by one. The Migrate your data page brings your patients and what they currently owe across in one pass.
What is NOT migrated, and why
Only patients and their opening balance move across — not appointment history, and not staff.
Appointment history is left out on purpose: the platform automatically charges a patient for every completed appointment that has no invoice. If your old visits were imported and you typed in an opening balance, every old visit would be billed twice — once in the balance you entered, once by the system. Leaving history out is what keeps the number on the screen the number your patient actually owes.
Staff are not imported either. An employee creates their own account and fills in their own hire date and salary — the two fields payroll and attendance depend on being right, which is far more likely when the person they belong to typed them. See Inviting your team.
The five steps
- Download the template — a spreadsheet file with the right columns and
- Fill it in with your patients: name, phone, and what each one
- Upload it. Nothing is imported yet — the file is only read and
- Review the results: how many patients are new, how many already exist
- Commit. Only this last step actually creates anything. Uploading and
Reconciling the total
Before you commit, type in what your old system's statement says your patients owe in total. The screen shows that figure next to the total from your file, side by side, so a mistake shows up as a mismatched number rather than as a surprise weeks later.
If you change your mind
A committed import can be undone. Undoing removes only what that import created — a patient who was matched to an existing record on the platform stays, only their membership at your clinic is removed; a patient who has already had an appointment or a payment since the import is kept and reported, not deleted out from under that activity.
Arabic names and Excel
If you edit the template in Excel, save it as it comes rather than re-typing it into a fresh file — the template is prepared so that Arabic names open correctly. If a name looks garbled after upload, the review screen will say so and show you the actual text that was read, rather than importing it silently.
