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Moving an existing clinic

Go live without migrating a thing: register patients as they arrive, and keep the old register or software open read-only while the switch settles.

Patients are registered at the front desk the first time they visit on Clinicket: name, phone and age or date of birth is enough, and each gets a UHID straight away. Self-serve bulk import from a spreadsheet is not built yet; if you have a large list to bring across, write to support and we will tell you what is possible.

Families often share one phone number, so a phone number is never treated as proof that two people are the same patient. Each person gets their own record.

We recommend keeping the old register or software read-only for a month. Regular patients move across naturally on their next visit, and having the original to check against is worth more than the effort of keeping it open.

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