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Data import

Don't start from zero.

Upload the Excel sheet you already have. No template to fill in, and nothing is saved until you say so.

The patient import page: a box to drop an Excel or CSV file, and the four steps that follow, ending with undo for 48 hours.

Your file, as it is

An Excel or CSV file, in Arabic or English, with the columns in any order.

  • Patients: name, phones, date of birth, file number, address and more
  • Income: invoices and what was paid on each
  • Expenses: rent, bills, salaries, lab and more
  • Columns with no matching field are kept as notes, not lost
The income import page: a box to drop an Excel or CSV file of invoices and payments, and what happens next.

You check before anything is saved

The file is read in the background while you keep working. Then you see what was found.

Nothing is saved until you press Import.

  • Check the columns and the problems found
  • Decide what to do with duplicates
  • Undo the import for 48 hours afterwards

What is not imported

It is better to know this before you start.

  • Past appointments and treatments are saved as notes on the patient, not as visits
  • X-rays and documents are added to each patient's Photos tab by hand
  • Import patients first, so the income rows find their patients
  • We help you with your first import
The patient import page's own list of what it brings over and what it does not in this version.

See it on a clinic like yours.

A 30-minute video call, in Arabic or English, on a demo clinic full of data.

Book a demo