The Import Patients feature allows you to quickly upload multiple patient records using a CSV file. It’s ideal when moving data from another practice management software or importing an existing patient list—saving time and reducing the need for manual data entry.
1. Go to the Patient list > click 'Import Patient' at the top right
2. Select the location to import the patients, then click the CSV Template button to download the template. Fill in the CSV file with all the patient records you want to import. Make sure the formatting matches the sample CSV file and Click the 'Next step' button to continue
3. You can drag file or click Browse files to upload the CSV file into Zavy
Note: CSV files have a maximum size of 10MB. If your file exceeds this limit, please split it into smaller files before uploading.
4. Once the files are processed, you can check the results via email. Any duplicate or invalid patient rows will not be uploaded. You can choose to go 'Back to Patients' or 'Upload Another CSV'.
5. You can also go back to the Step 1 here to check the import history and status.
