How do I import patients?

Practice Fusion can assist you with uploading a list of 50 or more patients into your EHR account. Your list of patients can include patient names and demographic information. This can be a huge time saver when setting up your account.

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. 


FAQ

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.

Accounts, Login & Settings

  1. Need help logging in?
  2. How do I add, edit, or remove users/staff in my practice?
  3. How do I reset my password?
  4. Need help unlocking when logging in?
  5. What if I forgot the email I use to log in?
  6. What is browser trust?
  7. How do I edit Settings?
  8. As an administrator, how can I reset a user's verification phone number?
  9. How do I retrieve my security code?
  10. How do I import patients?
  11. What is the User Agreement with Practice Fusion?
  12. Why am I getting the error "Could Not Confirm your Password" while upgrading my login?
  13. Can Practice Fusion export all of my patient data if I close my account?
  14. How are account settings designated?
  15. What are Administrator (Admin) permissions?
  16. How do I complete a verification phone number reset?
  17. How do I export patient demographics from Medisoft?
  18. How do I access my EHR if my phone is lost or stolen?
  19. How can I optimize my Profile for Online Appointment Booking?
  20. How do I use an internet-based phone service (VOIP) for password reset by phone?
  21. How do I export patient demographics from Lytec?
  22. How do I create a unique email address for logging into Practice Fusion?
  23. How do I export patient demographics from Office Ally?
  24. What is a Practice Access Code?
  25. How do I reset my password for my Practice ID & Username?
  26. How do I export patient demographics from Advanced MD?
  27. How do I export patient demographics from Visionary Office?
  28. How do I export patient demographics from NueMD?
  29. How do I export patient demographics from MicroMD?
  30. How do I export patient demographics from Kareo?
  31. How do I export patient demographics from eThomas?
  32. How do I export patient demographics from eMedware?
  33. How do I export patient demographics from Centricity?
  34. How do I export patient demographics from Amazing Charts?
  35. What is Protected Health Information (PHI)
  36. Does my time zone affect the appointment reminders?
  37. What are password security requirements?
  38. How do I check my spam folder?
  39. Why am I getting the error "Email claimed but not verified"?
  40. How do I add, edit, or delete a facility?
  41. How do I upgrade my login?
  42. Which version of Practice Fusion am I using?
  43. How do I migrate from eClinicalworks to Practice Fusion?
  44. How do edit levels work?
  45. Why am I having difficulty entering the security code?
  46. Will I have ownership of my data?
  47. Why am I getting the error "Incorrect Password" while updating to email login?
  48. What should I use as my two-factor verification phone number?
  49. How should I prepare for retirement?
  50. Why does Practice Fusion lock after a certain amount of time?
  51. How do I add my NPI and DEA numbers to my account?
  52. How do I set up my phone?
  53. Why can't I log in with my Practice ID & Username?
  54. How can I delete my Practice Fusion account?
  55. Can I export patient charts from one Practice Fusion account and import them into a separate account?
  56. How do I change patient communication settings?
  57. How do I export patient demographics from CollaborateMD?
  58. How do I edit Facility and Practice info?
  59. How do I close an existing account that is no longer active?
  60. How do I export patient demographics from DAQ billing?
  61. How do I change the facility I am logged into?
  62. How do I prepare for scheduled downtime releases?
  63. How do I change my login email address?
  64. How do I add my Ohio Certificate to Prescribe (CTP) number to my account?
  65. Can Practice Fusion be used for educational purposes?
  66. Does Practice Fusion provide assistance with exporting our data from other software?
  67. Can Practice Fusion be used internationally?
  68. How do we backup our data from Practice Fusion?
  69. What is the Emergency Access setting?
  70. What is the Infobutton Configuration Setting?

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