FAQ: How do I import a patient list?

support · Site Admin

This FAQ explains how to import a list of patients (and/or contacts) from a CSV file.

A CSV file (Comma Separated Variable format) can easily be created or edited using Microsoft Excel. Here's a sample CSV file that you can download which demonstrates the correct format expected by ClinicOffice for importing patient data :-
Sample import file

Once you have created your CSV file, the import process is quite straight-forward.

[1] Logon to your ClinicOffice database
[2] Click File | Import Patients
[3] Click the Open Import File button and locate your CSV file
[4] ClinicOffice will now display a 'preview' of the data from your CSV file. Check through the data to make sure it is correct and then click Import Data to proceed with the import.

Please note : As always, we strongly recommend you take a backup of your data before any operation that will significantly affect your database.