- September 27, 2006 at 1:27 pm #30786
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 :-
Sample import file
Once you have created your CSV file, the import process is quite straight-forward.
 Logon to your ClinicOffice database
 Click File | Import Patients
 Click the Open Import File button and locate your CSV file
 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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