Article 2 of 2
For solo providers only
How to upload and review your patient import
Resolve errors and duplicates before adding records to your practice.
Upload your spreadsheet
Continue to Upload in the import wizard and select the prepared file.
Review the rows
Check validation issues and duplicate records in Review. Resolve problems before committing the import.
Confirm and verify
Commit the reviewed records and read Summary for imported and skipped rows. Open Patients to verify the results and use the invitation options shown when you are ready to provide portal access.