Bulk Importing Patient List 

To Import Client Data to AR:

  1. Log in from the website 
  2. Click Clients at the top
  3. Click Import / Export button 
  4. Click on Bulk Import option from the dropdown
  5. Click on Upload on the Bulk Import page, and choose the file from which you want to import the data(.csv and .xlsx formats are allowed).
  6. Once upload is complete, under Field Mapping section, map the fields listed on the left to the fields from the file.
  7. In the Notification Email field, provide an email on which you want the notification to be received once the Import is finished.
  8. Click SAVE.
  9. Click OK in the pop up window.
  10. You will be notified within 30 mins on the mentioned email about the Bulk Import status.

If you do import patient data in this manner, make sure the first row (also called the header) says what each column is and make sure to include at least a name, email, and a phone number.

Watch video for detailed information.

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Want to know more?

Add, Edit or Delete a Patient Profile
Store a Credit Card To the Patient Profile
Export Photos or Procedures
Add, Edit or Delete Customer Notes
Filter in the Patients Tab
Edit the Patient Profile
Do not Call via Patient Profile
Export client List
Referral Source
Sort Client List
Tie in a Questionnaire that was completed from the Patient Portal to a Procedure 

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