Importing Client Demographics

Importing Client Demographics

Overview  

If you're migrating a caseload of patient demographics from another EHR, ICANotes+ allows you to quickly and easily upload this information. 

 

Note: Once you download the template and upload your details, it may take around 5 to 10 business days to complete the entire import process.

 

 

Steps to Import Patient Demographics Data from Another EHR

To import client demographics data from another EHR, navigate to Settings > Practice Information > Import Patient Demographics section.

 

 

Follow the steps below to streamline the import process. 

 

1) Export Your Data: Begin by exporting your patient demographics from your current system.


2) Download Our Template

 

  • Download our example file, which will serve as a guide for formatting your data.
  • Ensure your file uses the same headers as our template, with one row per patient.
  • A minimum of 20 patients is required for import.
  • Save the template spreadsheet to your local device. 

 

Sample Spreadsheet:

 

  • The fields highlighted in green are mandatory.
  • The yellow fields are optional.
  • For large datasets, you can easily copy and paste data into the template.

 


3) Upload Your File

  • Once your data is formatted correctly, click on Upload.
  • When prompted, select the file from your local device and click Open.


4) ICANotes+ Will Complete the Import

  • After uploading, our team will process the import. Please allow 5-10 business days for completion.
  • You will receive an email notification once the import is finalized.

 

This process ensures your patient data is transferred seamlessly into ICANotes+.

 


FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.


Click here for quick access to the FAQs.

 

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Need additional assistance?

Phone: 443-203-5857 

Text: 866-301-0085

Email: ticket@icanotes.com

Chat: http://app.icanotes.com 

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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

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