Grow
      Back to home
      1. Help Center
      2. Grow

      Import Patients

      Bulk upload your existing patients into Wendi using our CSV uploader

      In order to bulk upload existing patients, you will need to create a CSV spreadsheet with patient information in a format that matches Wendi's sample spreadsheet CSV. Wendi is not responsible for creating this spreadsheet of patient information: customers will need to work with their existing EMR software to export their data to create it.

       

      Once the spreadsheet is created, click the upload icon on the provider dashboard page to add your patients.

      Wendi (8)

       

      This will open a window where you can upload your Wendi formatted patient list, and where the sample spreadsheet CSV can be downloaded.

      SampleCsv

      The uploaded patient list must match the format of the sample CSV. Here is a description of each column in the spreadsheet and the data format expected

      Column Description Required?
      First Name Patient first name Yes
      Middle Name Optional patient middle name (or initials) No
      Last Name Patient full last name with or without accents. Yes
      Email Plain text email address in email@domain.com format No
      Gender Identity Accepts "M", "F", "Male", or "Female". Optional field. No
      Mobile Phone 10 digit US mobile phone number in any format. Yes
      DOB Date of birth in MM/DD/YYYY format. No
      Payer In order for insurance information to be imported correctly, this must match the the name of a payer on Wendi. If it does not, then the insurance information will be imported as a patient note. No
      Insured's ID Patient's insurance member number ID. No
      Comments Optional comment about the patient. Imported as a patient note. No
      Contact List Name Specifying the name of an existing list will add the patient to that list when imported. If Wendi can't find the name of the contact list, then a new one will be created. No

       

      One the file has been uploaded, you will see a preview window. This screenshot shows the preview window with two patients on the list to be imported. The first patient has insurance information that was not recognized by the system, while the second does.

      Wendi (9)

      Please note that patients with insurance information not recognized will have a note that starts with "Insurance Company". Their insurance information is stored in the note.

       

      For patients with a "Payer" column in the CSV that matches a payer in Wendi, their insurance information will be imported normally. The patient will be ready for an instant benefits check once imported.

       

      Patients with errors, such as duplicate patients, will not be imported.

       

      Press the green Add Patient List in the top right to complete the patient import.