Import Appointments from external file

DrChrono supports the import of appointment data for patients from external spreadsheet files. 

The following data is required for the creation of appointments: 

Field Data Example(s) Disclaimer
Patient's last name "Smith", "Jones-Lewis", "De Leon" Patient must exist in DrChrono
Patient's first name "John", "Mary Sue" Patient must exist in DrChrono
Appointment Date and Time "01/01/2019 4:00 PM" or "01/01/2019 16:00"

Both date AND time must be provided.

Note: date and time can exist in separate columns.

 

The following data is optional and may be provided in addition to the required data above:

Field Data Example(s) Disclaimer
Patient's date of birth 01/01/1980, 1980-01-01 used to accurately locate patient in DrChrono
Rendering Doctor "John Smyth", or "John Smyth, MD" if not provided, will default to main provider of practice group
Appointment Reason "Follow up","Yearly Check-up",etc 100 character limit. Please keep this short, or it will be omitted.
Appointment Notes Any text No character limit; optional.
Appointment Duration "15", "30", "60", "120", etc If not provided, will default to 5 minutes
Office Name "Primary Office", "Exampleville" If not provided, will default to very first DrChrono office in account.
Exam Room "Exam 1", "Main Room" If not provided, will default to very first exam room.

You may use the appointment import template attachment on this page for reference. 

Once your file is ready, please submit your file to your DrChrono Representative to have completed. 

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