Re-usable patient import checklist (B)
Before importing your patient list, view the steps to download the patient and order import template. Then, use this checklist to reduce errors that may occur. Make sure you always click save changes below before you close this window.
Customer:
File requirements Microsoft Excel file is saved with .xlsx extension Recommended tasks to reduce number of rejected records: Field values are in the proper format (see column requirements links to the right) |
Column requirementsThis section lists out which columns and need to be prepared with the correct formatting for a successful import. The headers used for importing exactly match those provided in the patient import template Demographic information Patient ID / Medical record number (Required for all patients)
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