Checklist
Buying software is a decision. Moving a working clinic onto it is a project. This checklist is the order of steps, not a features list — see the software features checklist for that. It is written from how Yuktii’s own setup and import process work, so every step names something you can actually do.
Buyer checklist
The problem
A clinic signs up, imports nothing, and reception ends up running the old register and the new software side by side for months, trusting neither.
How Clinov solves it
Set the clinic up, bring the old list across, train the two groups who will use it daily, agree the date paper stops, and run one day in parallel before you commit to it.
What Yuktii covers
Clinic profile: name, address, working hours, chairs or consulting rooms
Roles decided: who is a doctor, who is admin-only, solo or multi-doctor
Team added with their own logins, not one shared password
Specialty enabled, so presets and templates are ready
Prescription, consent and procedure templates reviewed and edited to match the clinic
Old patient list exported as Excel or CSV
A cut-off date agreed: paper stops, software starts
One real day run in parallel before trusting it fully
Front desk trained on booking, check-in and billing
Doctors trained on the consultation and prescription screens
A plan for what happens to the paper registers afterward
In Yuktii's setup wizard this is the clinic's name, address, working hours and its chairs or consulting rooms, then who is a doctor and who is admin-only, and whether the clinic runs as solo-doctor or multi-doctor. Get this right first: it is what the appointment calendar and every invoice will use.
Export existing patients as an Excel or CSV file. Yuktii's team maps the columns, checks each row for problems and imports after review, and an import can be rolled back if something is wrong. Retyping hundreds of patients by hand is the single biggest reason a migration stalls.
Enabling a specialty creates its starter presets, procedure templates, consent forms and prescription templates. Open each one before go-live and edit it to match how the clinic actually works — the letterhead, the consent wording, the medicines used.
Each doctor and staff member gets their own account and a temporary password. Shared logins make the audit log meaningless and make it impossible to know who did what.
Pick the date the paper register stops and the software becomes the record. A slow fade, where both are kept “just in case”, is how clinics end up running two systems for a year.
Before the cut-off, run a full day on real patients: book, check in, consult, prescribe, bill and follow up. It surfaces the gaps a demo never shows — a missing consent template, a prescription format the doctor doesn't like — while paper is still the backup.
Reception needs booking, check-in, walk-ins and billing. Doctors need the consultation screen, presets and prescriptions. Training them together wastes both groups' time on screens they won't use.
Old registers usually need to be kept for a retention period even after digitisation. Decide where they are stored and for how long before the migration, not after someone asks for a five-year-old record.
It depends on the clinic's size and how much old data is brought across. The steps here — setup, import, template review, training, one parallel day, cut-off — are the order that avoids running two systems for months.
Yes. Send them as an Excel or CSV file; Yuktii's team maps the columns, checks each row and imports after review, and the import can be rolled back.
No. They use different screens day to day, so training them separately on what they will actually use is faster.
For one day, yes, to catch problems while paper is still the backup. Longer than that, and the clinic tends to trust neither system.
Yes. Yuktii is free for the first 20 patients with the full platform and no credit card, so the whole migration checklist can be run before paying.
Your data
Clinic and patient data is the clinic’s own. A clinic admin can download all of it whenever needed as one Excel workbook, with a sheet each for patients, appointments, treatments, prescriptions, billing, payments, inventory and staff.
Send us your existing records as an Excel or CSV file. Our team maps the columns, checks every row for problems and imports your patients, appointments, treatments, prescriptions, invoices and payments after review. An import can be rolled back if something is wrong. Talk to us about switching.
Download the overview, today’s snapshot, revenue, expenses, patients, doctors, treatments, medicines, lab cases, stock and doctor commission as PDF reports. The analytics cover clinical, revenue, patient, doctor, inventory and operations views for any period you choose, with AI insights on top.
How it works
Create your clinic and pick your specialty in the setup wizard. No card needed.
Edit the presets, procedure templates, consent forms and prescription templates, and add your letterhead and hours.
Most clinics are live in under 10 minutes, with appointments, records and billing already connected.
Bring old records across without losing anything
Or start for free.
