Our EMR software offers two convenient options for importing client data in bulk:
- Send Us Your Clients' List: Users can provide us with their existing client list (e.g., in a compatible file format such as CSV, Excel, etc.), and our team will handle the import process for you. This option is ideal for those who want a hassle-free, assisted approach to transferring large datasets into the system. Send it to RSC@readysetconnect.com
- Manual Import: Users can choose to manually input their client data directly into the EMR software. This option suits those who prefer hands-on control or need to import smaller batches of clients over time.
For Manual Import:
Data on several clients can be uploaded at once. Go to Clients > Import Clients > Upload Files.
To download a template for the file you would upload, go to Clients > Import Clients > Template (download the template). Fill in client data here and upload the file.
You will have to make sure that you are uploading client information separately per payor type. Options will be auto-populated depending on the data you have added to the system.
Video Tutorial: https://youtu.be/hbvavegFzEM