Import Patients/Clients

There are 2 ways to add patients into your account.  

Below are the instructions for each method.

Method 1: Importing patients from a CSV (comma separated values) file.

You can import the basic contact details of a patient by using the patient importer.  Follow these steps:

  1. Login as the Admin or a Practitioner with patient editing permissions.
  2. Navigate to the Patients page.
  3. Click the dropdown next to Add Patient.
  4. Click Import Patients.  You are limited to a maximum file size 3MB and 2000 rows. You will have to split up the upload if you exceed the maximum file size and rows.
  5. Follow the step-by-step instructions on the page to import patients via a CSV file.
  6. Once the import is complete, you will have 24 hours to bulk delete the patients if you uploaded incorrectly.
  7. [Optional] Your patients will have profiles, but they won't yet be able to login to book appointments. You can use the Bulk User Invite tool to invite all patients with email addresses, connecting them to their patient profile.

 

 

Method 2: Sending a Blank Intake Form link.

You can notify your patients to complete their intake form by sending them a Blank Intake Form link.  Once they complete this form, they will be added into your account patient list with all the intake form details.

  1. Login as an Admin.
  2. Click Settings.
  3. Click Intake Form
  4. On this page you will have access to a Blank Intake Form.  Click Link which will display the full URL of your clinic's Blank Intake Form link.
  5. Paste the URL in an email which can be sent to your patients.
  6. Send the email to all the patients you would like to have entered into your account.
  7. Once the patient completes their intake form, it will automatically be placed in your account.

You can use this tool to import patients from other service providers.

 

Ryan -
Have more questions? Submit a request

19 Comments

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  • 0
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    Trisha Lewis

    Do you plan on integrating with Rosy Salon Software?

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    Ryan

    Sorry Trisha, at this time we do not have plans to integrate with Rosy Salon Software.

  • 0
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    Jamie Damiani

    Do you plan to integrate with SpaBooker ?

  • 1
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    Ryan

    At this time we do not have integration with SpaBooker.

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    Amber Davey

    Can't wait for the Mindbody integration! There are many requests for this service from MB users, however they have stated they currently have no plans to build this themselves. Do you have a timeline for integration yet? Many thanks

  • 1
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    Rachel Sayers

    I would love integration with Booker (formerly Spabooker) the original question was is there a way to import our client list. Do you have plans to allow an excel import similar to your excel export?

  • 0
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    Ryan

    We do have plans to include a patient import via spreadsheet function, however we don't have a timeline.

  • 1
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    Anita Sparrow

    How do I export all of my files to my computer at once? Ive decided that I need to go back to pen and paper as I am not responsible enough with online charting...

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    Claire Feldkamp

    I've tried to import my clients twice today and so far nothing has worked - please can you advise me how long I will have to wait for the clients to appear? I can't test the software without all those details!

  • 0
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    Lavanya Canjeevaram

    I uploaded CSV 1329 clients. Only 576 clients have been imported

  • 0
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    Ryan

    Lavanya, we're looking into this with high priority, thanks for the heads up!

  • 1
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    Bonnie Dittmer

    I am unable to upload 55 of my clients. They are in the same format as my other clients.

     

  • 0
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    michele kliever

    Any update on Mindbody integration? I'm assuming since it's been since 2014 and nothing has happened, it probably won't but one can always dream!

  • 0
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    Ryan

    Michele,

    There is no integration with Mindbody.

    Thanks for the inquiry

     

  • 0
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    Ryan

    Michele, we do offer a migration service so we can help move you from Mindbody to SOAP Vault.  If you would like to explore this, just submit a ticket and we'll discuss from there.

  • 0
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    michele kliever

    To clarify, you're talking about moving from using Mindbody to SoapVault - we are not interested in doing that but integrating them together. Thank you.

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    Kimberly Collins

    I hope you interstate with acuity scheduling!

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    hamza saidi

    what is the format of the Csv file Im migrating from another scheduling software to notero

  • 0
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    Ryan

    Hamza, it would be a comma separated value file.  I can help you over a screenshare if you like, just book a call with this link: https://calendly.com/noterro-migration/initial

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