PERMISSIONS: You need the Admin permission to use these functions.
Go to Admin → Advanced Setup → Imports during your account's setup process to migrate some of your clinic's existing information into the system.
Jump to Section:
Start a New Import
- In the lower right, click the + Import button.
- Fill in the information and select the CSV file to use in this import.
- Click the Save Import button.
Preview the Import
- Click the import you want to preview.
- Use the toggle near the top to select which parts of the file to view, and whether to view all rows or only rows with a problem. Rows with problems will display in red.
- Review the import to ensure the correct information is in each column. If you find a field with a problem, click that field to make changes.
If you want to download a copy of the updated import file, click the Download button in the lower left.
Use Macros to Save Time: If many fields have the same problem, macros can be used to make multiple changes at once. Reach out to your Implementation Manager at quickstartimplementation@ensorahealth.com for more information about macros.
Approve the Import
Once your spreadsheet is free of errors, you can choose to approve the import:
- In the lower right, click the Approve button.
- Enter your password.
- Click the Approve Import button.
Contact your Implementation Manager at quickstartimplementation@ensorahealth.com once you've approved the import so they can begin the process of importing the information you approved into the system.
About the Fields
| Field | Description |
|---|---|
| Name | The name of the import. |
| Type | Select whether you want to import patients or users. |
| File | Select the file to import into the system. This must be a CSV file no larger than 10 MB. |