Mass Upload Patients via CSV

Before starting create CSV file with the following columns

External ID	Unique Identifier from EHR
First Name	Required
Last Name	Required
DOB	Required
Gender	Required
Email	Contact Email
Primary Phone	Contact Phone via SMS
SSN	Encrypted after uploaded
Street
City
State
zip	Numerical. 5 Digits Max
Primary Insurance Name
Primary Insurance Number
Primary Insurance Group ID
Secondary Insurance Name
Secondary Insurance Number
Secondary Insurance Group ID

1. Navigate to Admin.

2. Navigate to Location and select Upload.

3. From the Upload Column select Patient Portal from the dropdown and chose Go.

4. Select the File.

- Click Upload.

Map columns from the CSV to available Patient Fields

5. Click the Finalize button at the top of the dialogue box. 

Updates will be reflected immediately 

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