How to import lots of patients at once
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How to import lots of patients at once.
1) Make a list of your patients with the following fields in order and export it as a CSV file:
Title*
Forename*
Surname*
Sex*
DOB*
Daytime Tel*
Evening Tel
Mobile No
Email*
Address 1*
Address 2*
Address 3*
Town*
County*
Postcode*
Referral Method
Occupation
Job Title
Company*
Eligibilty Level*
Cost Code
Cost Centre*
Insurance company
Insurance Membership No
Date joined Scheme
Date left Scheme
Old / New Patient
Medical Notes held at
NHS GP Address / Contact
Next of Kin
Comments
Email Marketing
Postal Marketing
Employee ID
Fields marked with * are recommended. Email and Postal Marketing are to be answered Yes/No.
2) Go to management and select Import Patients
3) Browse for the CSV file containing your patients.
In Emma v2.0 you will find that the system automatically checks for duplicates and also know the headings of file so you don't need to worry about having all the fields in order as above.
4) Select Activate online bookings if you wish to send them online booking passwords
5) Click Import. The users will be imported and emails sent out.
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