Learn how to import existing patient data
If your clinic already has patient records, you can import them from a spreadsheet instead of entering the information manually. This helps you bring existing patient data into the application and continue working with your current records. If you're setting up a new clinic and don't have any patient data to import, you can skip this step and complete the setup.
Import patient data
Select Yes, from a spreadsheet.
Click Choose CSV/Excel file.
Choose the CSV or Excel file from your computer.
Click Open to upload the file.
Once the file is uploaded, the system automatically maps matching columns in the spreadsheet to the corresponding fields, such as First Name, Last Name, and Gender.
Review the mapped fields to ensure they are correct. If necessary, update the mappings, and click Finish Setup.
Note: To access the onboarding guide again, click your profile icon in the top-right corner, and click Getting Started.