Bulk Importing Patient Demographics



Watch this video to learn

To upload an Excel spreadsheet of patient demographics, first log in to your drchrono.com account. After you're logged in, hover over "Patients" then click "Patient List" from the drop down menu.

Now click "Bulk Import" in the upper right corner and follow the instructions. The same instructions are posted below.

Instructions:

You can use a standard Microsoft Excel spreadsheet (patients.xls) or a basic CSV (comma separated value patients.csv) file with your patient's demographic information. Download Excel template file and add your patients.

We can upload any C-CDA XML or CSV/XLS (Excel) files that your existing software can produce.

For CSV/XLS (Excel) files, there must be a header row that defines what data is in each column. The only required fields for a patient are First/Last name, though email and cell phone are required for email and SMS Text appointment reminders.

Click here to go to the import screen within drchrono.

Note:

This feature is only available for Prometheus, Hippocrates, and Apollo accounts. For more information regarding plans please contact sales@drchrono.com.

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