Admin Panel - Mass Client Import
In this video, we’re going to talk about the Mass Client Import. This information is for Clinical Administrators.
The Mass Client Import feature allows you to input a list of clients directly into the Client List all at once. It is especially beneficial for onboarding schools who want to save time adding all of their clients into the Client List.
Before using this feature, we recommend that you complete the following steps:
After you’ve taken care of that, you’re ready to get stared on the import. The import includes the following steps: downloading a csv file, filling out the client information in the file, and uploading the file into ClinicNote. First, you will need to download the csv file. To do so, click “View Admin Panel” and click on the “Facility” tab. Scroll down to the bottom and click “Download CSV Format.” Save the file locally.
Now you are ready to fill in all of your client information. Open the saved file. And fill out the cells. This file includes ALL Client List fields, even the ones your clinic might be “hiding” in the Client List.
A few items to call attention to:
Once you have your clients added in, download it as a CSV file. Save it locally. Now you’re ready to import. Click “View Admin Panel” and click on the “Facility” tab. Click “Choose File” and select the file you just saved. Click “Verify.” Here you will be able to preview your clients before they are added to the Client List.
You may receive some warnings here. Please rectify these items before importing the list. First, clear this list to remove it. Then return to your csv file and make the necessary corrections. Re-save your csv file and then select the updated file by clicking “Choose File.” Once you have verified and there are no warnings, click “Import.” Once imported, you can find your clients in the Client List.
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