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.
If updating existing patients' demographic data, download your patient list first. You will want to include patients' ID, first name, last name, and date of birth in your file to ensure the correct patients are updated and to avoid creating duplicates from your upload.
The Data Uploader automatically matches your CSV columns to the correct fields on upload. It scans the header row and the first few rows to map each column — handling typos, abbreviations like "DOB", and columns that aren't needed. This works for patient, membership, and charge uploads. Employer uploads do not support auto-matching.
Uploading Patient Data
To import patient demographic data, navigate to your patient list and click 'Upload From CSV':
You can find our ready-to-go upload template here.
Your CSV column headers no longer need to match the field names below exactly — the uploader will map them automatically. The following fields are supported:
Import ID
ID (*Note: this is the Hint patient ID for existing patients. Be sure to include this when updating existing patients)
First name
Middle name
Last name
Suffix
Date of birth
Sex
Gender Identity
Email
Provider
Location
Joined Practice
Address Line 1
Address Line 2
City
State
Zip Code
Country
Phone type (Mobile, Home, Office)
Phone number (10 digits if US phone)
Insurance Payer
Insurance Group Id
Insurance Member Id
Last Engagement Date