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.
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.
The following data can be imported by including the following column headers:
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