Import Subscriber Lists
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".
4.) Take note of the file format requirements for
importing a subscriber list.
7.) Match your spreadsheet's headers to the system's subscriber fields.
8.) Click "Process Import".
5.) Scroll down and select a service line.
6.) Navigate to your .csv file and click "upload".
9.) When the progress bar reaches 100%, your import is complete.