3rd Party Contacts Bulk Upload: How to Upload your Contacts

1. To upload your contacts into Docnote, you’ll first need to export them from your EMR as a csv., xls., or  xlsx.  For a successful upload, the file must include: Company Name, Contact Type (Insurance Company, Lawyer, Pharmacy, or Other), Contact Preference (email or fax), and the corresponding email address or fax number. Additional details, such as first and last name, address, city, province, postal code, and phone number, can also be included, but are optional and not required for the upload to work. 

2. In Docnote, we provide a sample letter you can download and use once you’ve created your 3rd Party Contact List. To access it, click Contacts on the left-hand menu, then select Bulk Upload Contacts. From there, you’ll find the sample file available for download.

3. By selecting the sample file, you can view the required fields and format. You also have the option to copy and paste your data directly into the sample document to simplify the process.

4. Once you’ve completed and saved your file, you can upload it by selecting Upload 

File. If the file is saved on your desktop, you can also drag and drop it into the upload 

area. After it has been uploaded, the file will appear below the Upload Here section. 

Hit confirm. 

5. Once you select Confirm, you will receive an email notifying you that the bulk contact upload has been completed. The email will include the total number of contacts, the number of successful uploads, and any contacts with errors. To review any errors, including the reason they occurred, as well as the successfully uploaded contacts, download the Error Report.

6. The error report will list any issues found during the upload. This includes duplicate entries, whether duplicates exist within the file itself or already exist in your Docnote contacts. It will also identify formatting issues, such as fax or phone numbers that are entered incorrectly or exceed the allowed character length.