Users using standalone mode can bulk upload and validate patients using a spreadsheet.
How to upload patients
⚠️ This will only work for users who have enabled standalone mode
Go To Patients > Bulk Upload
Click Download Template to download a CSV for you to add patient data to.
Add your data to the spread sheet. Do not change the column headers in row 1. See below on how to separate out your street number from the street address.
Drag the spreadsheet to from your computer and it will start the upload. As the upload progresses it will confirm your successes and failures along with error messages.
Formatting Your Data For Upload
Before adding data to your spreadsheet, click column K to highlight it
Select General > Text to format the column
Copy your data in
Separating Street Address & Number
If you're street address and number are in one cell, follow the below instructions
Copy the full addresses into Column R, starting in R2
Click Cell L2, Copy and copy the below formula into the formula bar, the result should be the street number in the cell R2
=IFERROR(IF(ISNUMBER(FIND("/",R2)),
MID(R2, FIND("/",R2)+1, FIND(" ", R2&" ", FIND("/",R2)+1)-FIND("/",R2)-1),
LEFT(R2, FIND(" ",R2)-1)
),
LEFT(R2, FIND(" ",R2)-1)
)
Click the cell again, and hover over it, you will see a dot appear in the corner, Click the bottom right corner and drag it down to get the street numbers for subsequent addresses.
Now click M2, enter the below formula and drag it down again to get the street address
=TRIM(IF(ISNUMBER(FIND("/",R2)),
MID(R2, FIND(" ", R2, FIND("/",R2))+1, LEN(R2)),
MID(R2, FIND(" ",R2)+1, LEN(R2))
)
)
Click Cell A1, Press Command/CTRL + A to select the whole table
Press Command/Ctrl + C to copy then, Command + Ctrl V to Paste. When you paste, you should see a symbol in the bottom right corner. Click that and select: Paste Values
Click Column R to highlight all values in that and delete them. You're now good to to upload this to your PMS with separate addresses
