From paper or Excel, without stopping the practice.
Many practices start with a notebook, an Excel sheet or the contacts on a phone. Moving needs no break in your work: here is an order that works, and what MedBoox does at each step.
Put your patients in one spreadsheet
One row per patient: the name, the mobile number and, if you have it, the date of birth. Contacts from a phone or names from a notebook can be typed into Excel or Google Sheets.
In MedBoox MedBoox reads .csv and Excel .xlsx files of up to 2,000 patients at a time, and offers an example file to start from.
Check the phone numbers
WhatsApp messages need a mobile number. Format the phone column as text, so Excel doesn’t shorten the numbers, and add the country code for patients who live abroad.
In MedBoox A number without a country code is read as Lebanese. A number Excel shortened, a missing name or what looks like a landline is pointed out on its line before anything is saved.
Import the file, and say which column is which
Keep the headings simple, such as Name, Phone and Date of birth. If your sheet uses its own words, that is fine too.
In MedBoox Headings are recognised in English, French and Arabic. When MedBoox doesn’t know yours, it asks which column holds what before reading the file, and leaves out the columns you don’t choose.
Record only the agreements you really have
A patient on your old list hasn’t necessarily agreed to WhatsApp messages. Record the agreement for those who gave it, and ask the others at their next visit.
In MedBoox The import asks once whether the patients in the file agreed to appointment messages. Leave it unticked to record each agreement later, in the patient’s file.
Leave the old files on the shelf, and write new notes in MedBoox
There is no need to type years of paper notes. For a patient you see often, scan or photograph the pages you still need.
In MedBoox A patient’s file takes photos, PDFs and Word documents of up to 20 MB each, stored encrypted.
Book the coming weeks first
Start with the visits already planned, so the reminders go out from the first day, and add the other patients as they call.
In MedBoox Importing a corrected file again skips the patients already saved with the same name and number, so nobody is added twice.