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How to Upload Patient Data

How to update and import patient data

Tasha Demkiw avatar
Written by Tasha Demkiw
Updated over 3 months ago

The Hint platform has been designed so that it is easy to upload patient demographics from your existing systems, as well as bulk update patient data to reassign them to a location, provider, etc.

Importing Patient Data

To import patient demographic data, navigate to your patient list and click 'Upload From CSV'. Get started with our ready-to-go template here. The following data can be imported by including the following column headers:

  • First name

  • Middle name

  • Last name

  • Date of birth

  • Gender

  • Email

  • Provider

  • Joined Practice

  • Address Line 1

  • Address Line 2

  • City

  • State

  • Zip Code

  • Country

  • Phone type (Mobile, Home, Office)

  • Is US phone (True, False)

  • Phone number (10 digits if US phone)

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