Import Patient Credits

Efficiently importing patient credits from your previous EHR software into ChiroSpring 360 is crucial for maintaining smooth operations in your practice. By following the step-by-step import process, you can seamlessly transition to ChiroSpring 360 without losing vital patient credit information.

Log in to your ChiroSpring 360 account using your credentials. Once logged in, navigate to the settings section. This is where you can manage and configure various aspects of your database.

Locate Import - Patient Credits. Once on this page, click Download CSV Template*

*This template specifies the required fields and their corresponding format for each patient within your database.

Prepare Data for Import: Once you have successfully exported patient credit data from your previous EHR software, it is essential to review and organize the data to ensure accuracy during the import process. Follow these guidelines:

1. Verify Data Integrity: Check for any missing or incomplete information.
2. Enter patient credits into the payment credit column of the template.

Follow these steps to import patient credits:

1. Navigate to the Settings Section.
2. Locate Import Patient Credits.
3. Select Import File > Choose the Patient Credit Template CSV file from your computer.
4. ChiroSpring will start importing your data.

Larger data sets may take longer to import, so be patient while the software processes your credit information. Avoid navigating away from the import page until the process is complete.

Once the import is complete, double-check the imported patient credits within ChiroSpring 360 to ensure accuracy. Cross-reference with your previous EHR software's data to confirm successful importation.

To save import, expand the action button in the lower right corner of the page and click Save.