Article 2 of 2
Clinic administrators only
How to upload and review a clinic import
Resolve spreadsheet issues and clinician assignments before creating patient records.
Upload the prepared file
Continue through the import wizard's Upload step with your completed spreadsheet.
Review every issue
Use Review to check validation problems, duplicates, and primary-clinician assignments. Correct the spreadsheet or review choices before committing.
Confirm and inspect the summary
Commit the reviewed import, then read Summary to see what was imported or skipped. Open Patients to verify the new records and follow the invitation options shown for portal access.