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Uploading Patient Demographics in the Portal

R
Written by Regina Arbolante
Updated over a week ago

Step 1: Access the Upload Section

  1. In the portal sidebar, click Patients.

  2. Select Upload Demographics from the dropdown.

Step 2: Complete the Upload Patient Demographics Form

2.1 Select the Practice

  1. Click the Select Practice dropdown.

  2. Choose the correct practice for the patient demographics you are uploading.

2.2 Upload Demographic Files

  1. Click Upload Multiple Files if you are uploading more than one file.

  2. For each patient demographic file:

    • Click Choose File under Patient Demographic.

    • Select the file from your computer.

  3. Confirm if the demographic file includes:

    • Procedure name

    • Procedure date

    • ICD-10 code(s)
      If it does, leave the checkbox Does the demographic include procedure name, date, and ICD 10 code(s)? checked.
      If it does not, uncheck the box and add additional information in the Additional Notes field.

2.3 Add Additional Notes (Optional)

  • Use this field to include any extra information not in the file.

  • Example: “Patient has moved to a new address, but we have not received the updated information yet.”

2.4 Add More Demographics (Optional)

  • Click + Add New to add more patient demographic files.

Step 3: Upload Demographics

  1. Review all uploaded files and information.

  2. Click Upload Demographics to complete the process.

Step 4: Deleting a Demographic (Optional)

  • If you need to remove a file before uploading, click the Delete button under the corresponding demographic entry.

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