← Back to Editorial
Moving from Excel to Sitalax: The 72-Hour Roadmap
Excel is great for one doctor. It is a disaster for a growing clinic. It lacks triggers, ownership, and professional communication capabilities.
Day 1: The Data Audit
Our concierge team reviews your existing spreadsheets or legacy EMR export. We map your 'Patient Name', 'Phone', and 'Last Visit' to the Sitalax schema.
Day 2: The Migration & Clean-up
We handle the heavy lifting. We clean duplicate records and verify phone numbers for WhatsApp compatibility. Your data is then securely imported.
Day 3: Staff Training & Go-Live
We spend 60 minutes training your front desk and doctors. We go live with your first automated recall loop.
- 60-min Training
- Live Recall Trigger
- Verified WA Account
Common Questions
What if my data is messy?
That's why we have a concierge team. We don't just 'import'—we clean and structure your data for you.
Is my old data safe during the move?
Yes, we use encrypted transit and provide a verification report.