Import
- In “Patient passport”, press “Import the clinic's .XLS/.CSV”.
- Download the import template (.csv) and fill in one row per implant. Required: document, name, tooth (FDI), brand, reference, lot and protocol. Dates as YYYY-MM-DD or DD/MM/YYYY. Column names stay in Portuguese.
- Choose the file (maximum 5 MB and 2000 rows) and confirm the patients' consent.
- Start with “Validate only”. Once the report is clean, press “Validate and import”.
Rows for the same patient with the same protocol, date and arch are grouped into a single treatment.
Export
- Open your profile.
- On the “Clinic & billing” tab (“Practice” on an individual account), press “Export all clinic data (JSON)”.
Good to know
- Importing requires an account that can register passports. Exporting is available to any member, including in read-only mode.
- The exported file includes patient identifiers: store it securely.
- If the export is not complete, the file is not delivered.