Importing Patient Records

Patient information can be found by clicking the “Patients>Patient Management” link in the left-hand navigation menu. From the main “Patients” page users are able to access patient summaries, create new patients, edit existing patients. If a user is wanting to import patients from a CSV click 'Bulk Import' and follow the prompts. If a user is wanting to bulk import patients from an EMR or other third party or export a patient list from the portal, they can select the appropriate option from the top right-hand corner of the screen.


If a user is looking for a patient that is not in the Prevounce portal they are able to import the patient from a third-party source, such as an EMR. To import a patient from a third party, users will click “Import from Third Party,” which will prompt the user to log into their EMR. Users can then again search for their patient, and when the appropriate patient is found, click the blue “Import” button to the right of the patient’s name. Once the import is complete, users will be able to find the patient registered within the portal.



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