Data Portability & Record Migration

Medaius guarantees complete data ownership and data portability. Clinics transitioning from legacy software, hospital spreadsheets, or paper charts can migrate records seamlessly using our built-in Data Management suite.

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1. The 5-Step CSV Import Wizard

Under Admin → Data Management, clinic administrators can import up to 1,000,000 records per job:

The 5 Guided Steps:

1. Upload:
   • Select the target Entity Type: Users, Patients, Encounters, Clinical Notes, Appointments, Documents, Allergies, or Medications.
   • Download the official CSV Template for your selected entity type.
   • Drag and drop your .csv spreadsheet file into the upload zone.
2. Map Fields: Match your custom spreadsheet column headers to standard Medaius clinical database fields.
3. Validate: The automated validation engine checks email formats, phone numbers, birth dates, and identifies potential duplicates.
4. Approve: Review staged records with error summaries before committing them to the live database.
5. Done: Records are safely promoted to active clinical tables.

Recent Imports Audit Ledger

On the right-hand panel, administrators can track all previous import batches:

• Status badges: promoted (live in database), staged (ready to map/approve), or failed (exceeds capacity or formatting errors).
• Safety undo window: Promoted imports can be undone within 7 days if errors are detected post-migration.

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2. Exporting Clinical Data

Medaius ensures you are never locked into a single platform:

• Click the Export button in the top right of Data Management.
• Export full patient rosters, appointment logs, or billing summaries into standard CSV format.
• Generate comprehensive FHIR-compliant clinical summaries or PDF charts directly from individual patient records.