Uploading a Bulk Patient List

Only in specific scenarios would it be necessary to add your patients into Reach via the Bulk Patient Upload process below. Please contact reachsupport@webpt.com prior to attempting this type of upload in order to be sure that you will not create duplicate patients and to get the appropriate spreadsheet template. If you have a spreadsheet of contacts that are not patients and not in Reach already, we recommend adding them as Leads using the Lead Upload process instead.

Note: This is not recommended for organizations with an automatic EMR integration, as past patients have already been added.

  1. Make sure that you have already downloaded the correct report we sent you that is specific to your EMR.
  2. Save that spreadsheet as a .xlsx (Excel Workbook) file. 
  3. After logging into Reach, click on Patients from the menu. 

  4. Next, click Upload File

  5. 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.  

  6. Locate the patient (.xlsx) file that you want to upload and click Open.
  7. Once you have selected that file, click Upload File. 
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