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Data Import

The old spreadsheet, read out loud before anything is written — and reversible until it is used.

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What it is

The day you move in. Upload the export from whatever the practice used before, and the columns are matched to fields for you — change any guess. Then the part that matters: a dry run that says, row by row, exactly what would happen. This one becomes a new patient. This one is already on file, matched on the mobile number, so it will be skipped. This one is refused, and here is why — an unreadable date, no age at all, a mobile a message could never reach. Nothing has been written yet. Only when you have read it does “bring it in” do anything, and every row then records what it created, so pressing it twice cannot make a second copy of anybody. Money owed from the old system comes in the same way and lands as a real bill, dated when the balance was struck so it ages honestly. Appointments already promised land on real slots in the doctor’s own hours. And while nothing has been built on an import — no visit, no payment, no arrival — the whole batch can be withdrawn with a reason.

Who uses it: Built for: Every specialty
Reads: The CSV you upload, patients already on file, the doctor’s open slots
Writes: Patients, opening-balance bills, appointments, an import ledger of what each row became
Never: It never writes anything during the dry run, never overwrites a patient who is already on file (it matches and skips), never merges records on a guess, and refuses to withdraw an import once the clinic has used it — a patient with visits is part of the record, not an import that can be taken back.
Access: Only people whose role includes it — the clinic owner decides who
Your data: Full PHI. Hosted in Boston, United States. On uninstall: The import screens go away. Everything they brought in stays exactly where it is: those are your patients now.

How it works

Choose the fileSay what is in it — patients, money owed, or upcoming appointments — pick the CSV and press Read the file. A file with no header row and rows under it is refused, as is one over the row limit.
Match the columnsEach field the import needs is guessed from the headings; change any that are wrong. A column left unmatched is not read. Check the file runs the dry run.
Read the dry runEvery row says what it would become: ready, already on file, or refused with the reason. No patient, bill or booking has been written yet — only the uploaded file and the import’s own ledger of rows.
Bring it inBring in the ready rows registers each as a patient, a bill or a booking and stamps the row with what it created. Rows already on file are skipped.
Withdraw it if you mustWithdraw this import asks for a reason and inactivates what the batch created. The service refuses the rollback once any of those records is already in use.

Rules it keeps

What it does not do, by design. A listing with only benefits is an advertisement.

It never writes anything during the dry run, never overwrites a patient who is already on file (it matches and skips), never merges records on a guess, and refuses to withdraw an import once the clinic has used it — a patient with visits is part of the record, not an import that can be taken back.

AI in Data Import

AskQuestions about what is on screen — “What needs attention in Data Import today?” — answered with the records it read.

DraftSummaries and notes for the team, marked as drafts until a person signs.

Every answer shows its sources. Nothing AI writes is saved until a person accepts it.

See it on screen

Data Import — Data Import — Bring patients and dues in from your old system — 01Data Import — Bring patients and dues in from your old systemCaptured from the running demo clinic

01Data Import — Bring patients and dues in from your old systemCaptured from the running demo clinic

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Connected to

Read out of the code, not the brochure: each app below is here because one service queries the other’s tables. Install either side and the hand-over is already wired.

Reads from · 5

BillDesk CaseNotes Patient Registry SlotGrid StoreStock

Hands to · 4

BillDesk Patient Registry SlotGrid StoreStock

See the whole clinic →

Questions clinics ask

What does Data Import do?

The old spreadsheet, read out loud before anything is written — and reversible until it is used. The day you move in. Upload the export from whatever the practice used before, and the columns are matched to fields for you — change any guess. Then the part that matters: a dry run that says, row by row, exactly what would happen. This one becomes a new patient. This one is already on file, matched on the mobile number, so it will be skipped. This one is refused, and here is why — an unreadable date, no age at all, a mobile a message could never reach. Nothing has been written yet. Only when you have read it does “bring it in” do anything, and every row then records what it created, so pressing it twice cannot make a second copy of anybody. Money owed from the old system comes in the same way and lands as a real bill, dated when the balance was struck so it ages honestly. Appointments already promised land on real slots in the doctor’s own hours. And while nothing has been built on an import — no visit, no payment, no arrival — the whole batch can be withdrawn with a reason.

What data does Data Import read and write?

Data Import reads the CSV you upload, patients already on file, the doctor’s open slots and writes patients, opening-balance bills, appointments, an import ledger of what each row became. Its data class is Full PHI. Every app works on the same patient record — nothing is copied into a silo.

What does Data Import deliberately not do?

What happens to our data if we uninstall Data Import?

The import screens go away. Everything they brought in stays exactly where it is: those are your patients now.

Is Data Import available today?

Yes — Data Import is live in clinics today. Set up your practice on MedAppz and install it from your dashboard.

Want to see Data Import running on your own patients?

Tell us what you run and we will show you this app inside a practice shaped like yours — or answer the question the page above did not.

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