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For solo providers only
How to prepare a solo practice import
Download your practice's template and prepare the patient details you want to bring over.
Open Practice settings → Import
Start the import wizard in your solo provider account.
Choose the source and template
Use the Source and Template steps to prepare your spreadsheet. A solo template does not need a clinic primary-clinician assignment column.
Check the data
Complete the required name, status, and contact fields. The import brings patient details; it does not move historical notes, documents, appointments, or invoices.