We'll even set up an appointment with our Export specialists to assist with exporting your patient demographics from your current system (See our FAQ below for more information).
Prior to uploading your patient demographics, you must export them from your previous system into a Microsoft Excel or CSV format file.
*Please read the FAQ below before attempting to upload your patients.
How do I import my patients?
1. Click on the Home button on the left hand navigation bar in the EHR.
Alternatively, you may access the import option in the Settings section by selecting Import patient demographics.
2. Click on the tile on your home screen that says Import Patients. You will need to have an Excel or CSV file that contains your list of patients that you would like to import.
3. A new window will open, detailing more specifics on the process. You may also Download an example file to see how the imported files must be formatted. Click the Select file for Upload button. This will send your list of patients to Practice Fusion where they will be processed. Please note, processing typically takes several business days.
Q: What if I’m having trouble exporting my patients from my old system?
A: The most challenging part of this process is usually exporting your patient demographics from your current system and formatting the file for upload. We’re happy to help you with this! Please contact our Service Team to set up an appointment to assist with the export.
Q: What if I receive the error message "Unsupported file type"?
A: If you receive this error message when attempting to upload your patient demographics, follow these steps to upload your file:
1. Make sure your file is one of the approved file types. Files can be of the following types: xls, xlsx, xlm, csv, txt, zip, adt.
2. Try using the Google Chrome browser to upload the file.
3. If you are still receiving the error in Chrome, you should compress (or Zip) the file.
To do this on a PC: Locate the file on your computer. Right mouse-click the file, and select “Send to”. Then select “Compressed (zipped) folder”. This will save a file with the same name, but with a .zip file extension. You should then be able to upload the file normally.
To do this on a Mac: Locate the file on your computer. Right mouse-click the file, and select “Compress”. This will save a file with the same name, but with a .zip file extension. You should then be able to upload the file normally.
Q: What types (format) of files can I upload into Practice Fusion?
A: Your list of patient demographics must be saved as either a Microsoft Excel or CSV (comma separated value) file. The data must be placed neatly into appropriate columns and each column should be labeled with a header row. See image below for an example.
Q: How long does it take for my uploaded patients to appear in my EHR account?
A: It can take several business days for Practice Fusion to process your data and insert your patients into your EHR account. You will receive a notification email from Practice Fusion once your patients are entered completely.
Q: What is the minimum number of patients I can upload?
A: We request that your upload file contain at least 50 unique patients. For a practice that contains less than fifty patients, we recommend manually entering the patients into Practice Fusion. Please do not upload test patients.
Q: What if I upload duplicate patients?
A: If the patient's name and date of birth exactly match those of an existing patient in your account or upload file, the patient will be recognized as a duplicate and excluded from the import, though please note that some duplicate patients may still occur. In addition, if there is any discrepancy in the name and/or date of birth, the patient may be imported as a duplicate chart in your account.
Q: How many times can I import patients into my EHR account?
A: You may import patients once. Please note, the import must contain at least 50 unique patients not already existing in your EHR account.
Q: Is patient insurance information imported?
A: Patient insurance will not be imported in a structured manner (i.e. into the patient's Insurance section). If you include patient insurance in your original file, it will be added to the patients' Basic sections under the Notes field.