How to Import a Patient List
Log in to your ChartCapture website. Once you’re in, look for the “Administration” tab and click it.
Meet the Import Wizard
That’s right– We think this feature is so cool we refer to it as “The Wizard.” It’s sort of like magic!
Click “Import Wizard” to get started.
Upload Your File
Note: The Wizard will accept a few different types of files, but regular CSV files work best.
Once your file is chosen, click “Upload”!
The Wizard will start doing its thing…
… And will tell you when it’s ready. When you’re ready, hit “Next”!
Map the Fields
From drop down menus, you can select which field is applicable to each of the columns, which allows the Wizard to do its job correctly.
You must map first and last name, DOB, and the patient’s account number. Once these are mapped, you’re ready to go.
The Wizard will make sure your patients are uploaded correctly. At this point, the Wizard will give you a chance to examine your upload, then it will run an error check to make sure everything is correct.
Once your fields are mapped, you’re ready!
Review Your Upload
Note: The most common reason for errors is trying to add patients that already exist in the system. Patient records that error will not be imported into ChartCapture.
The Wizard will show you statuses about your upload while you are importing the patient files.
Upload!
Click “Import” to get your patients into the Wizard. The Wizard will let you know its working on your patients.
The Wizard will do its thing, but if you want to get an update, click “refresh” and the Wizard will let you know how things are going. Depending on the size of your list, pretty soon the status will say “Complete.”
Related Articles
Adding and Editing Patients
Generally, when you start with ChartCapture, we get your patient list uploaded so that you don’t have to (more on that here). There are occasions that require manual uploads or edits for patients in the system. Here’s how: First: Then: You’ll see ...Sending Over Your Patient Data
As soon as you’ve submitted your Setup Form, we’re ready to receive your patient demographic data. We load your patient demographic data into the ChartCapture Cloud to ensure that it’s there when you’re ready to scan. Want to do it yourself? You can ...Sending Over Your Patient Data
As soon as you’ve submitted your Setup Form, we’re ready to receive your patient demographic data. We can load your patient demographic data into ChartCapture to ensure that it’s there when you’re ready to scan. Want to do it yourself? You can upload ...How to Upload Documents into ChartCapture Charts
This article is about importing documents into patient charts in ChartCapture. If you'd like to upload a file to share with our team, check out our tutorial on our secure File Share Do you have a file you need to get into a patient’s chart? Did you ...How to Securely Share Files with File Share
This article is about uploading documents so they can be shared securely using your ChartCapture portal. If you'd like to import a file into a specific patient's chart, check out our tutorial on importing document into patient charts If you want to ...