Import Patient Demographics from External File

DrChrono supports the import of patient demographics from external spreadsheet files (.xls or .csv).

The following data is REQUIRED for the creation of patient records:

Field Data Examples Disclaimer
Patient's Last Name "John", "LaToya", "Mohammad"  
Patient's First Name "Smith", "Henderson", "Ali"  
Patient's Gender "Male", "Female", "Other"  

 

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

Field Data Examples Disclaimer
Patient's Middle Name    
Patient's Nick Name   In DrChrono, shows up in parenthesis. When exporting external docs, will appear in quotation marks.
Patient's Date of Birth  "1990-01-01", "01/01/1990"  
Social Security Number  "123456789", "123-45-6789"  
Race  "black", "asian", "white", etc  

Ethnicity

 "Hispanic", "Not Hispanic", "Declined"  
Preferred Language  "english","spanish", etc  
Home Phone Number    Can contain dashes/periods
Cell Phone Number    Can contain dashes/periods
Work Phone Number    Can contain dashes/periods
Email Address  "name@domain.com", "name@domain.net" Only one email allowed for import
Address  "123 ABC St, Acme, CA 90210"  
City    
State  "CA", "NY", "MD"  Two-letter state abbreviation only
Zip Code  "90210", "90210-1224"  
Emergency Contact Name  "John Doe"  Partial or Full Name
Emergency Contact Phone Number  "555-111-2345", "5551112345"  
Emergency Contact Relationship  "Sibling", "Parent" etc  
Primary Provider "Steve Smith", "Judith Moore, MD" Must exactly match name of DrChrono provider account.
Status   Can be either "active", "inactive" or "deceased"
Primary Insurance One column for each piece of insurance data. Ex: primary insurance company, primary insurance ID number, etc.  
Secondary Insurance One column for each piece of insurance data data. Ex: secondary insurance company, secondary insurance ID number, etc.  
Tertiary Insurance One column for each piece of insurance data data. Ex: tertiary insurance company, tertiary insurance ID number, etc.  
Workers Comp Insurance One column for each piece of workers comp data. Ex: workers comp company, workers comp case number, etc.  
Auto Accident Insurance  One column for each piece of auto accident insurance data. Ex: auto accident company, auto accident policy number, etc.  

Please use the attached spreadsheet as a guide to building your patient demographic records. Please contact your DrChrono representative should you have any questions.

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