Moving to Nookal From Cliniko

Our Conversions team will happily assist you in moving your data from Cliniko to your new Nookal account.

The following guide will step you through the process of Moving to Nookal from Cliniko.

Before you start...
To help get you up and running, you will need:

A Nookal Account - start a Free Trial if you need a new account.
To be familiar with your Nookal Account - check out our Basic Training.

1. Book in a Conversion

When you've made the decision to move to Nookal, it's time to book in a Data Conversion.

Email our friendly team at conversions@nookal.com to make a booking.

2. Set up your Nookal Account

Once you're booked in, it's important that you start setting up your account to ensure a smooth and successful conversion.

You will need to set up the following items:

• Locations
• Staff
• Schedules
• Letter Templates
• Clinical Templates
• Snippets
• Reminders
• Extra Fields
• Intake Forms
• Online Bookings (if required)
• Integrations (if required)

It is important to ensure:

• All Locations to be converted are set as active in both Nookal and Cliniko.
• All Staff to be converted are set as active in both Nookal and Cliniko.
• All Staff have exactly the same first and last names in Nookal as in Cliniko.
• All Reminders are set as inactive until your final conversion has been completed.

Important!
The data types not listed above will be deleted during the conversion process.
 
Whilst you are welcome to enter trial data into your Nookal account, please do not enter any items that you wish to retain - unless it is listed above.

3. What Information Can We Convert?

The next step is understanding exactly what types of data we can convert from Cliniko to Nookal for you.

* Whilst we make every effort to ensure your data is closely matched to the source, please be aware that there may be some formatting differences from the conversion process.

4. Complete a Trial Conversion

Before we convert your data from Cliniko, we want to make sure it meets your expectations - so we'll complete a Trial Conversion with you to review and approve your data.

In this step, you will need to export your data from Cliniko and upload it to your Nookal account, so we can process it for you.

Important - please follow these steps closely, as missing items can result in a failed conversion.

1. 24 hours prior to your Trial Conversion date - export your data from Cliniko by following these steps.

• Set the date range - From: Any Time and To: Any Time.
• The following files are required:
  1. Appointment Types
  2. Appointments
  3. Billable Items
  4. Communications
  5. Contacts
  6. Expenses
  7. Health Fund Claims
  8. Invoice Items
  9. Invoices
  10. Letters
  11. Patients
  12. Patient Cases
  13. Patient Forms
  14. Payment Allocations
  15. Payments
  16. Products
  17. Stock Adjustments
  18. Treatment Notes
  19. Users
  20. Wait List Entries
•  The following files are optional:
  1. Message Board Messages
  2. Message Board Replies
  3. Treatment Notes Data

2. Log in to your Nookal account and navigate to our secure file upload at: https://auzone1.nookal.com/v2.0/administration/fileuploader

3. Upload each file (or combine them into a single ZIP file and upload it).

• Please do not upload Documents (Patient DOCs, PDFs, Scans, etc.) at this stage - they are only processed after your Final Conversion.

4. After all uploads have finished, please email us at conversions@nookal.com so we can begin processing your data.

5. Once your Trial Conversion is complete, we will contact you with a checklist to review  your data.

• Review your data carefully. It is critical to ensure your data is accurate and ready to go live.

6. Complete, sign, and return the checklist to us as soon as possible.

5. Complete a Final Conversion

Now that we have successfully completed your Trial Conversion, we can move on to a Final Conversion process with you.

1. We will need an up-to-date export of your Cliniko data.

• This process is the same as your Trial Conversion - except, your Final Conversion will occur on a Friday evening, so please ensure your data is completely uploaded by Friday midday.
• Any data entered into Cliniko after you complete the export will not be converted into your Nookal account. (This data will need to be manually entered after your Final Conversion is completed.)
• We typically endeavour to have your Final Conversion completed and ready for you as early as possible on Saturday, but this can be affected by the volume of data in your conversion.

2. Once your Final Conversion is complete (excluding Documents), we will contact you with a checklist to complete your final review.

• Do not enter new data or use your Nookal account until you have reviewed your data and are satisfied with your Final Conversion. (If you find an issue, we may need to completely remove your converted data and try again.)

3. Complete, sign, and return the checklist to us when you are satisfied with your Final Conversion.

4. Welcome aboard! You can now use your Nookal account.

A great first step - is to set each Contact as either a Payer or a Case Manager (where applicable) when your Final Conversion is complete.