Records by hand
Moving patients over from the old system one by one takes weeks.
Importing data: we take care of moving your data across
If you are coming from another system, the support team migrates your patients, medical histories, appointments and media, and checks the data with you before you start. On top of that, OCLÜ comes with an initial setup wizard, Excel importers for patients, clinical notes, price lists and stock products, and an export of your data to Excel.
What is holding you back from switching systems today
Prices in another spreadsheet
The treatment list lives in an Excel file that has to be typed in again.
Fear of being locked in
Entering everything into a new system is worrying if you cannot get it out again.
What Importing data gives you in OCLÜ
Guided initial setup
The first time they sign in, the administrator completes 8 steps: clinic details, opening hours, team, their own schedule, their prescribing details, operatories, cash boxes and payment methods, and locations.
Patients from Excel
You download the template and upload an xlsx, xls or csv. First name, surname, ID and date of birth are required; you can also bring over contact details, health insurer, plan, member number and debt.
Clinical notes
You add clinical notes to patients already in OCLÜ, with the date, the clinician and the content.
Price lists
You import treatments into a list with category, code, name, price and currency. Categories that do not exist are created for you.
Stock
You upload products with name, category and quantity, and if you want brand, prices, minimum stock, batch, expiry and supplier.
Your data, in Excel
The account owner downloads patients, clinical notes, treatment plans, payments and appointments as Excel files whenever they want.
Bring your clinic over to OCLÜ
You set the clinic up
The initial wizard takes you step by step through opening hours, team, operatories and cash boxes.
You fill in the templates
You download each importer's template, with the columns it expects, and enter your data.
You upload and review
The import runs in the background and when it finishes you see which rows could not be loaded and why.
Frequently asked questions about importing data
How do I move my patients over to OCLÜ?
With the patient importer. Under Patients, from Import / Export, you download the template, fill it in with at least first name, surname, ID and date of birth, and upload the file as xlsx, xls or csv, up to 10 MB. The import runs in the background and you can carry on working.
Can I bring the clinical notes from my old system?
Yes, in a spreadsheet with the patient ID, the date, the clinician and the content. They are added to patients who already exist, so you import the patients first.
Can I upload my price list from Excel?
Yes. You pick the destination list, download the template and upload the treatments with category, code, name, price and currency. If the list belongs to a health insurer, you enter the insurer's price too.
Can I take my data out of OCLÜ?
Yes. The account owner generates Excel files of patients, clinical notes, treatment plans, payments and appointments from their settings, under Data backup. The patient list also exports to Excel from Patients.
Importing data connects to the rest of OCLÜ
Patients
A digital medical history, one record per patient
Stock
Supplies with batches, expiry dates and minimum levels
Security
Permissions per user, daily backups and an audit trail
Try Importing data with the rest of your clinic inside
You start with your patients, your prices and your stock already loaded, and keep working from day one. Start free and migrate your data with our team.