Bulk Patient Import Tool

Overview

Company Administrators can import patients in bulk into DocNow Facilities by using the Patient Import Tool and a properly formatted XLSX file. Speak to your DocNow Account Manager about enabling the Import Patients Practice permission to use this feature. 

Note: Use the file template attached at the bottom of this article for patient import.

Feature Details

1. Once the practice permission for Import Patients is enabled administrators will see a new button available within the Admin Portal>>Patients screen called Import Patients.

2. Click the import patients button to open a dialog for importing a patient file. The file supports and must be formatted with the following required fields:

• Facility (Required, Name or Alias acceptable)
• Patient First (Required)
• Patient Middle
• Patient Last (Required)
• SSN
• Phone
• Cell Phone
• Email
• Address
• Address 2
• City
• Zip Code
• Room #
• DOB (Required, MM/DD/YYYY)
• Patient Status
• Intake Date
• Inactive Date
• MBI #
• Primary Insurance Name
• Primary Insurance Number
• Secondary Insurance Name
• Secondary Insurance Number
• Tertiary Insurance Name
• Tertiary Insurance Number
• Tags (comma separated, must exist in  Company Settings>>Tags, Known bug not currently supported)
• Emergency Contact Info Name
• Emergency Contact Info Relation
• Emergency Contact Info Phone