File Upload

Location: Tools

If your software information system (e.g. EHR, Scheduling, etc.) isn't integrated with Updox, the File Upload utility enables you to still use many of the Updox features by uploading the needed information into Updox. 

Creating a CSV File

1.Review the Updox CSV file format requirements:

•Updox Standard Maps

•Patients

•Contacts

•Blast Patient List

•Appointments

•Updox v2

•Patients

•Appointments

2.Example CSV file templates are available to guide you when using the Updox standard maps version. To download the templates:

•In Updox, click MENU > Tools > File Upload.

•Select Your Vendor Version - choose Updox Standard Maps.

•Select Your File Type - choose the type of file: 

•Patients

•Contacts

•Blast Patient List

•Appointments

•Locations

•Click the DOWNLOAD TEMPLATE button.

3.Export the information from your software information system to be uploaded into Updox.

4.Create a CSV file that conforms to the file type (e.g. patients, appointments, etc.) and the file version (e.g. standard maps, v2, custom).

Upload File to Updox

1.In Updox, click MENU > Tools > File Upload.

2.Chose File - elect the CSV file you created to upload.

3.Select Your Vendor Version - choose the file format version that corresponds to the CSV file you created (Updox Standard Maps, Updox v2, or a custom version designed for your software system).

4.Select Your File Type - choose the type of file to upload (the choices vary based on the version selected in the previous step).

•Updox Standard Maps

•Patients

•Contacts

•Blast Patient List

•Appointments

•Locations

•Updox v2

•Patients

•Appointments

•<Custom>

5.Click UPLOAD FILE.