You can add patients manually one by one or import a list of your patients.
Here are the Steps to Add Your Patient Data Manually
1. Navigate to the Patient list.
2. Click on the Import button located in the upper left corner.
Steps to Import Your Client Data using a CSV
2. Navigate to the Patient list.
3. Click on the Import button located in the upper left corner.
4. Drag and drop the CSV file that you'd like to import or select the file you wish to upload from your desktop.
5. Follow the steps and choose the columns of your spreadsheet to the corresponding client record fields.
6. Click the Continue button to initiate the import.
If you have a specific format or if you are migrating from another EMR or practice management platform, we can help. Send us an email at [email protected] and we will be able to help add your patient information for you.