Importing Patient Data

Data Migration Strategy

Transitioning from a legacy system or physical files shouldn't be a headache. Alphatic's import engine is designed to handle high-volume data with clinical precision.

Supported Data Formats

We support bulk imports from almost any legacy source, provided the data can be exported to:

• CSV/XLSX: The industry standard for structured data.
• JSON: Preferred for developers and complex hierarchical data.
• SQL Dumps: For large-scale hospital migrations (Contact support for this).

The Import Workflow

1. Data Cleaning: Before importing, ensure your file doesn't have duplicate entries or inconsistent phone number formats.
2. Template Matching: Navigate to Patients > Import and download our standard template. Ensure your headers align perfectly with ours (e.g., 'Full Name', 'Primary Phone', 'Date of Birth').
3. Field Mapping: Our intelligent mapper will guess the relationships, but you must manually confirm them. Example: Mapping "Tel" in your file to "Primary Phone" in Alphatic.
4. Verification Step: Alphatic will run a "Dry Run" to check for:
   • Duplicate Phone Numbers
   • Invalid Email Formats
   • Missing Mandatory Fields (e.g., Name).
5. Final Commit: Once the dry run is 100% successful, click Import All.

Handling Clinical History

Standard imports usually cover basic demographics. If you need to import clinical notes, treatment history, or prescriptions:

• Use our Clinical Import Add-on.
• This requires specific formatting for "Date", "Observation", and "Doctor ID".

Managed Migration Service

If you are moving from a locked-down proprietary software and cannot export clean data, our technical team offers specialized scripts to crawl and migrate your data securely.