How do I do a bulk patient upload?
Article summary: This feature allows office to upload all their active patients and invite them to Docnote. They will receive an email asking them to start an account.
- To begin, download a .csv file from your EMR, ensuring it includes only active patients. After uploading your .csv file, confirm that the column headers match the required format. Ensure the date format is dd-mm-yyyy, and the column titles must be: First Name, Surname, Birthdate, E-Mail Address, and Health Number. Note that the system does not permit invitations to be sent to individuals under 18 or anyone without an email address. Save the file after making any adjustments.
2. Once you have your file ready go to the patient section on the right-hand side and click “Bulk Invite”
- Select “Upload” to upload the saved csv file.
- After uploading the file in Docnote, a preview of all uploaded names will be shown. If some data is missing (e.g., first name, last name, or health number), it will still be included in the preview. Review the list and then click “Send Invites.”
- The team member who uploaded the office will receive an email with an Upload Summary. This summary includes the total number of invites sent, successful uploads, and any invitations with errors, along with the reason for each error. Emails already linked to existing accounts will not be processed.
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