Import Subscriber Lists

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Importing subscriber lists is a quick and easy way to enroll many patients at once. And, it's completely HIPAA-compliant to email patients educational information about their care without separate consent.


3.) Click "New Import".

1.) In the navigation bar click "Subscribers".

2.) Click "Import".

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4.) Take note of the file format requirements for
     importing a subscriber list.

 

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7.) Match your spreadsheet's headers to the system's             subscriber fields. 

8.) Click "Process Import".

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5.) Scroll down and select a service line.

6.) Navigate to your .csv file and click "upload".
 

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9.) When the progress bar reaches 100%, your import is complete. 

 

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