Downloading this template provides a basic import option including client name, date of birth, and contact information.
Providers can easily plug in client information through the available template, then upload their data into 2.0. Simply edit the Excel columns for patient demographics to match our spreadsheet template and upload!
Advanced Data Import
Since many practices work with insurance, the advanced template offers an additional column for selecting from existing companies associated with your practice.
Special considerations may exist when uploading data for a practice with two or more providers. Determine whether the group practices a 'team treatment model' before selecting additional options for data importing.
Do What You Love.
Run a more effective, profitable practice by letting TherapyAppointment handle office tasks.