Features / Migration
Automatic migration
Your patient base moves in by pasting text.
The biggest barrier to switching systems is migration. In Evidence it doesn't exist: paste your patient list from WhatsApp, a spreadsheet, or paper — exactly as it is — and Sofia turns it into records and a schedule. You review and approve with one click.
How it works
1Paste from anywhere
WhatsApp messages, spreadsheet columns, loose notes. Names, phones, emails and times are detected inside the text.
2Sofia organizes and shows you
A preview with everything she found: patients, contacts and the week's sessions, each line with its own checkbox.
3You review and approve
Untick whatever you don't want. Nothing — absolutely nothing — is saved without your click.
4The practice opens ready
Patients in the base, week on the schedule, records created. Average time: 2 minutes.
What makes the difference
No duplicates
Existing patients are recognized by name and skipped with a note — import as many times as you need.
Automatic linking
Detected sessions are born linked to the right patient record.
Privacy by construction
Approval records that you hold a legal basis to process the data — and pasted text never becomes a command, only content.
Conflicts become warnings
Overlapping times don't block the import: Sofia flags them and you decide.
Straight questions
What if the list has 200 patients?
Imports process up to 50 at a time — paste in blocks and Sofia handles the rest without duplicating anyone.
Do I need to format the text first?
No. That's the point: the messier it is, the more you feel the difference.
Start with 3 free consults per month.
No card, no install. Evidence Pro unlocks everything for $19/mo.
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