Import your clients

The Data Import Wizard lives at Settings > Import. It has three steps: Import Patients, Import Appointments (optional), and Review and Complete.

Before you start

Export from your current system:

• Patients: first name, last name, date of birth, phone, email, address, insurance carrier and member ID if you have them, guardian name for minors.
• Appointments (optional): patient name or ID, provider, date, start time, duration, service type, status.

Column headers can be in any order; the wizard maps common header names automatically and shows you the mapping before it imports.

Step 1: Import Patients

Click Select Patient File and choose the CSV or Excel file. The wizard shows the row count and the columns it recognized. Click Import Patients. Rows that cannot be read are listed with the reason so you can fix and re-import just those.

Step 2: Import Appointments (optional)

Select Appointment File (Optional) and Import Appointments, or Skip Appointments. Appointments are matched to the patients you just imported by name and date of birth.

Step 3: Review and Complete

The review screen shows Patients Imported and Appointments Imported. Click Complete Setup. The new patients appear in the Patients directory with an insurance status chip (Insurance on file, Insurance needed, Insurance needs review) so you can see who still needs coverage details.

After the import

• Check a few records in Patients for address and insurance accuracy.
• Add guardians for minors (Guardians and caregivers).
• Invite families to the portal in batches (Invite a patient to the portal).

Switching from another EHR? The switching guide covers what transfers and what to expect.