If you’re transitioning from another EHR or want to bulk onboard patients, Allia’s CSV import makes it simple.
Click New Patient → Import via CSV.
You’ll see a sample CSV format — only First Name, Last Name, and Email are required.
Download the sample CSV or upload your own file.
Map your CSV columns to Allia’s patient data fields.
Click Next once the mapping looks correct.
You will see a list of all available forms.
Forms marked as default by the clinician will be pre-selected.
For each form, you can see the name and type: PDF to sign, PDF to read, or fillable.
Use the search bar at the top to quickly find forms.
Select all the forms you want to send to the patients.
Click Invite Patients to send the onboarding link instantly.
Each valid record will be automatically added, and invitations will be sent out to those patients instantly.
🧩 You can always return to this section later to import more patients — no duplicates will be created.