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Settings › Import brings patients, referrers, referrals, appointments and clinical notes across from a Halaxy data export. Nothing in Bilby changes until the last step. Before you start:
  • Ask Halaxy for a data export.
  • Add your practitioners in Bilby first if you want appointments or notes. See Add a practitioner.
  • To bring future bookings across, add the matching services in Settings › Services & fees.
Then:
  1. Open Settings › Import and choose the export file.
  2. Choose what to bring across, which dates and which practitioners. You can import the rest later.
  3. Select Check what will change.
  4. For each patient who may already be in Bilby, say whether it’s the same person.
  5. Select Test the import to see what would be added, then select Import.
Decide each possible match carefully. A wrong choice is hard to undo once notes are published on the chart.
When it finishes, select Save summary to keep a list of anything you still need to move across yourself. Attached files are not imported. Running the import again is safe. Nothing is deleted, and nothing is added twice. To upload documents for many patients at once, see Patients.