Uploading a Bulk Patient List
Note: This is not recommended for organizations with an automatic EMR integration, as past patients have already been added.
- Make sure that you have already downloaded the correct report we sent you that is specific to your EMR.
- Save that spreadsheet as a .xlsx (Excel Workbook) file.
- After logging into Reach, click on Patients from the menu.
- Next, click Upload File.
- You will be brought to the Patient Import page. Once there, click Choose File. If you are uploading a list of patients downloaded from your EMR, do not check the box. Only check This is a Lead / Non-EMR Spreadsheet Upload if you are uploading a list of non-EMR patients.
- Locate the patient (.xlsx) file that you want to upload and click Open.
- Once you have selected that file, click Upload File.