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.
Manual Import: Upload Client Data Yourself
If you prefer to enter your client data manually into the system, our EMR platform makes it easy to import multiple clients at once.
Step-by-Step Instructions
🔹 Step 1: Navigate to the Import Section
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Go to Clients in the left-hand menu.
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Click on Import Clients.
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Select Upload Files.
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🔹 Step 2: Download and Use the Template
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Click the Template button to download the pre-formatted spreadsheet.
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Fill in your client data in the downloaded file.
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Important: Upload client data by payor type. Each upload should include clients under the same payor.
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The system will automatically populate options based on your existing data (e.g., payors, programs).
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Video Tutorial: https://youtu.be/hbvavegFzEM