How to import patients already registered to the clinic in PetalMD

For clinics without an EMR.

If you have an existing list of patients in Excel or CSV format, it is possible to import this list into the system so that your patients are all created in PetalMD.


From the PetalBooking interface:

  1. Settings section
  2. Patients tab
  3. Import database subsection
  4. You can download an example of an import form indicating the precise order to be followed for the registration of the information.
  5. When your file is ready, click the Upload an Excel file button.
  6. Select the file to import.
  7. Open.