Bulk Upload Patients

Import multiple patients from a CSV file

CSV Template
Download the template and fill in your patient data

Required Fields

  • first_name - Patient's first name
  • last_name - Patient's last name
  • email or phone - At least one contact method

Optional Fields

  • marketing_opt_in - true/false
  • preferred_contact_method - email, sms, or phone
  • source - instagram, referral, google, returning, facebook, website, other
  • notes - Any additional notes
  • tags - Comma-separated tags
Upload CSV
Select your completed CSV file to preview and import