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 ClinicOffice Support Forum • View topic - #14 How do I import a patient list?

#14 How do I import a patient list?

FAQs (Frequently Asked Questions) for ClinicOffice 2005
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#14 How do I import a patient list?

Postby Support » September 27th, 2006, 1:27 pm

This FAQ explains how to import a list of patients (and/or contacts) from a CSV file.

A CSV file (Comma Separated Variable format) can easily be created or edited using Microsoft Excel. Here's a sample CSV file that you can download which demonstrates the correct format expected by ClinicOffice for importing patient data :-


Once you have created your CSV file, the import process is quite straight-forward.

[1] Logon to your ClinicOffice database
[2] Click File | Import Patients
[3] Click the Open Import File button and locate your CSV file
[4] ClinicOffice will now display a 'preview' of the data from your CSV file. Check through the data to make sure it is correct and then click Import Data to proceed with the import.

Please note : As always, we strongly recommend you take a backup of your data before any operation that will significantly affect your database.
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