The first step is to organize your data into a CSV File (Comma Separated Variable format), which can be done in a spreadsheet program (like Microsoft Excel).
We have prepared a 'ClinicOffice Import Specification' document which is available here :-
We've also created a few sample CSV import files which show you how to format the data so that it can be imported correctly. Click the following link to download the sample files :-
We recommend that you use these sample CSV files (from the above link) as templates for your own data.
Advanced Tip wrote:If you have created custom fields in your database (for example your Patient Editor) then you can still import to these fields by prefixing the column header name with "custom_". For example :-
- You created a custom patient field called "Heavy Smoker".
- The underlying field name was "Heavy_Smoker".
- Add a column to your CSV file called "custom_Heavy_Smoker"
ClinicOffice will now map the "custom_Heavy_Smoker" column to your custom field!
Run ClinicOffice and then log on to your database. Now click the TOOLS tab, then click DATA IMPORT.
The rest is quite straight-forward - simply select the CSV file that you have already created, then tell ClinicOffice what type of data you are importing and then click the VALIDATE button and (presuming your data validated ok) then click IMPORT.
ClinicOffice will then import your CSV file into your database.
If you have any questions or difficulties with this, then please post here and we'll do our best to answer your enquiries.