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Adding and importing patients

Add a patient by hand, or bring your whole list across from Cliniko, Jane, WriteUpp, Carepatron or Pabau.

You can add patients one at a time, or import your existing list in a few minutes.

Add one patient

Go to Patients → Add patient. Name and a contact detail are enough to start; you can add date of birth, address, GP, insurance and consent details later from the patient's profile.

A date of birth is worth adding early — it's needed before you can turn on patient portal access, and it helps keep siblings on the same email from being merged.

Import your list

Go to Settings → Data → Import and pick where you're coming from — Atlacare has purpose-built presets for Cliniko, Jane, WriteUpp, Carepatron and Pabau. Export your patients from your old system, drop the file in, and Atlacare recognises the columns for you.

The import:

  • Maps columns automatically using the source preset, and lets you correct any it isn't sure about.
  • Matches practitioners — "Dr S. Patel" and "Sarah Patel" end up as the same person.
  • Never creates duplicates silently — it checks name, email and date of birth.
  • Processes in batches with live progress, so a large list won't time out.
  • Handles GDPR consent as records land (imported patients are recorded as offline/paper consent).

Plan limits

The Free plan holds up to 20 patients. If your import is larger, you'll be prompted to upgrade before it runs — nothing is imported past your limit without your say-so.


Coming from a system without a preset? Export to CSV and use the generic mapping — you'll match the columns yourself, and it works the same way.

NextEnabling the patient portal for a patient

Still need a hand?

Email us and a real person will help. For anything about a patient's care, contact your clinic.

Email hello@atlacare.com