Import Patients from CSV

Bulk import patient records from a CSV or Excel file to quickly populate your clinic’s patient database.

Prerequisites

• ClinicAdmin role, or staff with import_export permission
• A CSV or Excel file with columns matching patient fields

Steps

1. Prepare your CSV or Excel file with columns matching the platform’s patient fields (e.g., firstName, lastName, email, phone, dateOfBirth, gender).
2. Navigate to Patients → Import.
3. Click Upload and select your prepared file.
4. The system validates each row and displays:
   • Successfully parsed rows ready for import
   • Errors per row (e.g., missing required fields, invalid formats)
5. Review the validation results and fix any issues in your source file if needed.
6. Click Confirm Import to create the patient records.

Notes

• ⚠️ Deferred feature — this functionality will be available in a later version.
• The system validates all rows before importing — you can review errors before committing.
• Rows with errors are skipped; valid rows are imported.
• Imported patients are assigned to the clinic of the importing user.
• Duplicate detection (email/phone) follows the same rules as manual patient creation.