Import multiple patients with a comma-separated values (CSV) file. Use this option when moving from another electronic health record (EHR) or adding a large caseload.
Get help with your import
The Allia team can help export data, prepare or clean your CSV, map fields, and complete the import. Book a call with Saroosh Khan, CTO at Allia Health to plan the migration.
Important: Book a call before sending patient information so we can arrange a secure transfer method.
Import patients yourself
1. Start the import
Go to New Patient > Import via CSV.
2. Upload the file and choose a provider
Download the sample CSV and organize your data in the same format. Then drag the completed file into the upload area or select Upload.
Each patient must have a first name, last name, and email address. You can include the other demographic fields shown in the sample.
Use Assign To to choose a provider. Every patient in that CSV will be assigned to that provider.
Note: If patients need different providers, create a separate CSV for each provider and run a separate import.
3. Map the columns
Match each CSV column to the corresponding Allia field. For example, map a column named Client Email or email to Email.
Confirm that first name, last name, and email are mapped. Then select Validate Data.
4. Fix validation errors
Allia shows how many records are valid or invalid and identifies affected rows. Correct the data in your CSV, then select Re-Upload. A record may be invalid if the patient is already registered with another clinician.
5. Choose onboarding forms
Select the forms to send. Forms marked Default are already selected. Each document is labeled PDF - To View, PDF - To Sign, PDF - To Fill, or Dynamic form.
Review the selections before completing the import.
What happens after the import
Each successfully imported patient is added to your patient list, assigned to the selected provider, sent a welcome email, and sent the selected onboarding forms.
Frequently asked questions
Can I assign different providers in one import?
No. Assign To applies to the full CSV. Run a separate import for each provider.
What happens if a patient already exists?
Allia flags the record during validation to prevent a duplicate account. Correct or remove the row, then upload the file again.
Can Allia complete the migration?
Yes. Book a call with Saroosh to discuss the migration and the support you need.