As the Noterro admin, you can import Patients from a previous system to your Noterro clinic. Follow these steps to use the Patient importer to import their basic contact details.
Importing Patients
- Log in as the Admin.
- Click on the Patients icon in the top left header.
- Click the Three Dots next to Add Patient.
- Click Import Patients. You are limited to a maximum file size of 15MB and 10,000 rows. You must split the upload file if you exceed the maximum file size and rows.
- Review each field from the sample's first three rows and map each imported field to the desirable Noterro field.
- Click Save.
- Wait for the Import to complete.
Important Note: Once the import is complete, you will have 24 hours to bulk delete the Patients if they were uploaded incorrectly. We suggest inviting your Patients using the Bulk User Invite tool, which will allow them to access their Patient Portal.
Comments
19 comments
Do you plan on integrating with Rosy Salon Software?
Sorry Trisha, at this time we do not have plans to integrate with Rosy Salon Software.
Do you plan to integrate with SpaBooker ?
At this time we do not have integration with SpaBooker.
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
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?
We do have plans to include a patient import via spreadsheet function, however we don't have a timeline.
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...
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!
I uploaded CSV 1329 clients. Only 576 clients have been imported
Lavanya, we're looking into this with high priority, thanks for the heads up!
I am unable to upload 55 of my clients. They are in the same format as my other clients.
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!
Michele,
There is no integration with Mindbody.
Thanks for the inquiry
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.
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.
I hope you interstate with acuity scheduling!
what is the format of the Csv file Im migrating from another scheduling software to notero
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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