1Import patients firstEverything else hangs off a patient. Download the patients template, or use your old system’s export.
2Choose the file and match the columnsPick the CSV, then tell the desk which of your columns is which.
3Read the dry run, then bring it inThe dry run shows each row that will be written and each that will not, and why. Bring it in when it reads right.
4Then the rest, in any orderMoney owed becomes real bills; upcoming appointments need the doctor’s hours set first; stock on hand needs medicine names that match the catalogue or your formulary; the price list fills your services.
5Undo a bad importWithdraw this import asks for a reason and makes that import’s records inactive.