How to Bulk Upload Patients
Complete guide to bulk uploading your existing patient list into EMRG, including template download, file formatting, and upload process.
How to Bulk Upload Patients
EMRG makes it easy for you to migrate your full list of existing patients into the EMRG platform so that you can provide them with uninterrupted service. Upload your patient list and your patients will be in your EMRG clinic within 48 hours. Ask your success manager for guidance on how to export your patient list from your existing platform.
Step-by-Step Process
1. Navigate to "Clinic Settings" under "Clinic Management"
Clinic Settings
2. Click "Download Template" to review a template for how to format your patient list to expedite a bulk upload.
Download Template
3. Click "patient_import_template (1).csv"
Template File
4. The columns needed are "first_name", "last_name", "email", "phone", "date_of_birth", "gender"
Required Columns
5. Once you have a patient list formatted like the template, click the box that says "Click to Upload File" and select the file for upload.
Upload File
6. Click the "Upload" button.
Upload Button
7. You can see the status of your bulk upload in the bottom table, and you will receive an email when it is complete.
In an effort to ensure that only quality data is uploaded to your clinic, EMRG's IT team reviews the formatting of the upload before proceeding.
Upload Status
8. You will receive an email with the subject "Patient Import Complete" within the next 48 hours with details about the import.
Completion Email
9. Click here
Click Here
10. Back in your EMRG account, you will see the Status updated to "Completed" for your bulk upload with the total count of records uploaded.
Completed Status
Important Notes
- Processing Time: Patient imports are typically completed within 48 hours
- Data Quality: EMRG's IT team reviews all uploads to ensure data quality and formatting
- Template Format: Use the provided CSV template to ensure your data is formatted correctly
- Required Fields: Make sure all required columns (first_name, last_name, email, phone, date_of_birth, gender) are included in your upload file
For additional support with bulk patient uploads, contact your success manager or our support team at support@joinemrg.com.