Seamlessly import your data from Better Clinics to Power Diary. Learn about the process, supported data types, and important tips for a smooth transition. Free service!
We can import your data from Better Clinics into your Power Diary account!
- Practices often move from Better Clinics to Power Dairy.
- We want to make your move from Better Clinics as seamless and pain-free as possible. Once you have made the decision to move over to Power Diary, we are able to assist with importing data into your Power Diary account as a once-off complimentary service. There are no charges associated with the import.
- If your migration to Power Diary is time sensitive, please contact us to discuss the option of booking your import in with our Team, to ensure that it gets the priority that it needs.
This article covers:
- What data can be imported from Better Clinics?
- How do I export my data from Better Clinics?
- Important Notes (learnings/information that our team has gathered and documented specific to migrating from Better Clinics to Power Diary.)
Additional information:
Please click on these links to access additional important/relevant information to your data import, and getting ready to switch over to using Power Diary.
- Importing your Data - Generic Information: click here. This article includes:
- When can I get my data imported?
- What we can Import (generic - dependent on the data presented)
- Data formats we can work with
- When should I switch over to using Power Diary?
- How do I share my data with Power Diary?
- How long will the import take?
- Practitioners
- Switching Systems
- Post Import Enquiries
- Important Notes (generic to all imports)
- Importing your data - FAQ: click here
- Are you ready to switch over to Power Diary? click here
- Setting up your Account and Training Users: click here
Important: Please read through the above articles as they contain information generic to all data imports/migrations, but not included in this Better Clinics-specific article. If you have any questions that aren't answered in any of these articles, we encourage you to contact us.
We can import the following Better Clinics data:
Based on previous Better Clinics imports conducted by our Team, we can import:
- Clients
- Client Notes
- Invoices & Payments
- Products & Services
- Client documents (including letters): see requirements in our "Importing your Data FAQ" helpdesk article - click here
* If there is any other data that is of particular importance to you, to have imported, and has not been mentioned in the above list, please let us know, and our Team can check your data to try to locate that data and ascertain if it is viable for import.
If you are unsure how to export your data from Better Clinics, please reach out directly to their support team as they would be best placed to assist you with this.
Exporting your data from Better Clinics
You can look for the data exporting guidelines on the Better Clinics website. You will need to perform the steps they provide to export each data type you'd like to be imported into Power Diary.
Important Notes
- Better Clinics does not provide any client IDs listed in their exported data which means when we import to Power Diary we must match clients to their data based on other criteria like first name and last name.
Note that if you have clients with duplicate identical information we cannot guarantee that the data will be correctly matched to the correct client during the import process. If we identify duplicates in the data provided we will advise you. - Forms: We have been advised by some clients that Forms can only be exported / downloaded in document format from Better Clinics individually, not in bulk, . If you are needing to bring these across with you to your new Power Diary account, you can then upload them reactively into each relevant client profile by selecting Records > Files and following the prompts, (more info here). You can also tag these documents as forms for easy location / identification, click here to learn how. If you are hoping to get your forms exported from Better clinics in bulk, we recommend you contact Better Clinics Support to request this.
- In addition to what has been discussed above, we do recommend that you read all generic "Important notes" relevant to importing your data, as documented here as there are relevant learnings and important information relevant to your data import that you need to be aware of.
If you have any questions, please contact us at support@powerdiary.com
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