What holds back a change of software most is the idea of typing every client in again by hand. There's no need.
If you're coming from another program or a spreadsheet, your clients are imported from a CSV, and ClaudIA doesn't duplicate anyone: it never overwrites a record that already exists. If you keep them in your phone's contacts, they come across just the same, by exporting the contacts from Android or iPhone and marking who's a client.
Each pet is added to its owner's record —species, breed, microchip— the first time it comes in or when your team has a moment, and from that day its appointments and reminders go under its name. The clinical history stays in your veterinary software.
How it works
- You export your clients from your previous software or your phone.
- You upload them from Clients and confirm which column is which.
- Records that already exist are neither overwritten nor duplicated.
- Pets are added on each owner's record.
The Friday afternoon of the switch
The clinic exports its client list from the previous software on a Friday, uploads it to ClaudIA and on Monday starts answering with everyone in. Pets are added as they come in for consultations.