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.

2.) Choose a service line.

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

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3.) Click "Choose File". Your file must be saved in .csv format. Your file must have your patient's first name, last name, email address, and trigger date (i.e., due date).

For help preparing a .csv file, see our section Prepare a CSV File for Import.

 

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5.) Match your spreadsheet's headers to the system's subscriber fields. Use the up and down buttons to find your spreadsheet headers and fill the left column. Use the pull-down menus in the right column to map your subscriber fields.

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7.) The progress bar shows that your subscribers are being imported. You will receive an email confirmation when the import is complete.

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4.) Click "Upload".

 

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6.) Click "Import".

 

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