Overview
As part of Onboarding, the OptiMantra team can help you upload all of your data - patients, contacts, supplies and services - into the program from Excel or CSV files
If you were using another system and don't have your data, follow our instructions to export your files from your previous software before importing them into the OptiMantra program (link to export article)
- Note that these guides are based on our experiences supporting customers transitioning from other systems - depending on the system and version you are on, these import steps may not work for you
- If you are having trouble exporting your data, or work with a provider not mentioned here, reach out to their customer support team for assistance or create a ticket for our team
Please note if you conduct multiple exports this can cause delays with data upload, inconsistencies, and duplications. We recommend ensuring the export is only needed once and switching to utilizing OptiMantra once your export has been conducted or before.
Import your data into OptiMantra
We're excited to be working with you!
If you have your data files ready to import into OptiMantra, please create a Ticket with our support team and provide the exported Files; in the “Uploads” category. Our team will import them to your account for you!
We can import the following data for you -
- Excel or CSV format for
- Patient Demographics (required to be able to upload appointments)
- Product List
- Services list
- Contact list and
- Appointments
- PDF format for charts and documents
- CCDA for medical summary
If you need CSV/Excel templates (e.g., you're digitizing paper records), you can find them attached to this support article
If your files are too big to email, you can place them on GoogleDrive, Box or another file-sharing platform and send us the link to the files (make sure you set up permissions so someone outside your organization can open the folder with the link)
Where will your data go?
- CSV Files
- Patients ---> Patient List
- Product Lists ---> Inventory
- Services List ---> Settings > Service > Services Fee Schedule
- Contacts ----> Settings > Business > Contacts
- Appointments ---> Schedule
- A couple notes - Packages will need to be imported manually and Finances are not imported to avoid duplication for accounting purposes.
- PDF Charts, Documents, and CCDAs, and Labs (if exported)
- This will appear under each individual patient in the Patient Action Menu > Documents.
- These will not go in to same section as newly created charts/labs.
Import Templates
Please use the below templates if able for our team to upload your data!