Table of Content
Preparing the CSV File
To begin, export the patient list from the pharmacy management system (e.g., Kroll, Propel, Fillware). The CSV must include:
First Name
Last Name
Date of Birth
Email Address
Phone Number
Please Note: A valid email address is required. A placeholder like getinfo@info.com may be used temporarily.
Accessing the Import Function
Go to the Patients tab from the MedMe dashboard.
Click Import Patients in the top-right corner.
Uploading the CSV File
On the Upload a File screen:
Drag and drop the CSV file, or
Click the “+” icon to browse for the file.
A data preview will appear.
Validating and Fixing Formatting Errors
Click Next to start automatic validation.
Review and fix flagged errors:
Click Fix Formatting Errors for individual cells, or
Click Fix All to auto-correct in bulk.
Tip: Wait for a green checkmark before proceeding.
Using Find and Replace
Use the Find and Replace feature to:
Replace common formatting issues across selected columns.
Select specific columns via the “All columns” dropdown.
Uncheck Exactly match this cell to apply to all similar entries.
Tip: Find and Replace helps quickly correct common formatting errors like phone numbers.
Completing the Import
Once all errors are fixed, click Import to finalize the upload.
Warning: Large files may take longer to process. Refresh the Patients list to view updates.
Confirming Patient Records
Check the Patients list to confirm imported records. Verify:
Patient names
Contact info
Last modified date
These patients can now:
Receive communications
Be added to appointment types or clinics
Join public intake or waitlists
Conclusion
Importing Patients via CSV lets pharmacy teams add multiple Patient records to the Platform at once, saving time compared to entering each Patient manually. By using the correct CSV template, mapping fields accurately, and reviewing the import summary before confirming, pharmacists can ensure Patient data is added correctly and without duplication.
Need Help?
If an issue comes up during the CSV import process, pharmacy teams can reach out to MedMe Support for assistance.
Live chat: available via help located on the MedMe dashboard
Email: care@medmehealth.com