Import CSV

Bulk import referrals, patients, and providers from CSV files

Referrals Import
Import referral cases in bulk

Required Fields

Patient Name
Patient Email
Patient Phone
Procedure
Urgency
Notes

Download Template

Use our template to ensure proper formatting

Upload CSV File

Import Guidelines

  • Ensure all required fields are present in your CSV
  • Use the template to match the correct column format
  • Duplicate entries will be skipped
  • Maximum file size: 10MB