Patient v2 CSV File Format

 

To use the Updox v2 upload for patient information, the CSV file must contain the following columns.  It's OK if some fields are blank but the column must still be present.

 

Practice ID

Practice  patient ID

First name

Last name

Suffix   -  Supported values (DC, DD, DDS, DMD, DO, II, III, IV, JR, SR, MD, OD, PHD, RN, RNC) -any case is acceptable (e.g. Sr), periods are ignored

Date of birth

Home telephone number (optional)

Cell phone number (optional)

Email address

Active flag (Y or N)