Switch from Carepatron to Atlacare

1. Export your patients from Carepatron

In Carepatron, export your client list to a CSV file and save it somewhere you can find it. Export any additional lists you'd like to bring across as CSV too.

2. Import into Atlacare

In Atlacare, go to Settings → Data and click Import patients. The wizard walks you through six steps: Source, Upload, Map fields, Practitioners, Preview and Done.

On the Source step, pick the Carepatron tile. The wizard uses a Carepatron preset, so it recognises Carepatron's column names and maps them to Atlacare fields automatically. You can check and change the mapping on the Map fields step before anything is saved.

On the Preview step, rows with problems or possible duplicates are flagged, and you choose what happens when a patient already exists in Atlacare: Skip duplicates (the default), Import as new or Update existing. Atlacare never creates duplicates without asking. The import then runs in batches with a progress indicator, so a long list won't time out.

The import brings across patient details only. Appointment history and clinical notes are not imported, so keep your Carepatron export as the record of past treatment.

3. Consent and practitioners

Every patient imported this way is recorded with offline consent, meaning consent was captured in your previous system rather than in Atlacare, so your UK GDPR consent trail stays intact. The import doesn't send any emails or texts to your patients.

To link patients to the right clinician, add your practitioners in Settings → Team first. Then, on the Map fields step, map the practitioner column from your Carepatron file to Treating practitioner. The Practitioners step matches those names to the practitioners in your Atlacare account, and you can fix any that don't match.