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Import Client Data

Animated walkthrough of importing client data in WithinEHR

Importing client data accurately is the foundational step that determines the quality, safety, and efficiency of all subsequent care. A correctly imported client profile ensures a seamless experience for both the patient and your clinical team.

Steps to Import Client Data​

  1. From your WithinEHR dashboard, click the Patients tab.
  2. Select Import Patients or Add New Patient for individual entries.
  3. For bulk imports, download the CSV template and populate it with client data.
  4. Upload the completed CSV file.
  5. Review the import preview for any errors or missing fields.
  6. Confirm the import to create the client records.

Steps to Add a Single New Client​

  1. Click the Patients tab and select Add New Patient.
  2. Enter the client's Full Legal Name, Date of Birth, and Gender.
  3. Enter the client's preferred Phone Number and Email Address.
  4. Assign a Clinician to the client.
  5. Click Save.