Patient Upload
Bulk import patients from a CSV file. Map columns to fields and review before importing.Upload Process
Required Fields
| Field | Format |
|---|---|
| First Name | Text |
| Last Name | Text |
| Phone OR Email | Valid phone or email |
Optional Fields
- Date of Birth (YYYY-MM-DD)
- Gender
- Address
- Insurance
- Custom fields
Handle Duplicates
Skip
Don’t import if match found
Update
Update existing record with new data
Validation Errors
Common errors and fixes:- Invalid phone format → Use format: +1234567890
- Invalid email → Check @ and domain
- Missing required field → Ensure name is filled
Troubleshooting
| Issue | Solution |
|---|---|
| File rejected | Check CSV format, encoding |
| Column not mapping | Verify column headers |
| Import failed | Check validation errors |