Import Patients from Excel
Back to PatientsUpload File
Required Columns
| Column | Required | Description |
|---|---|---|
First Name | Required | Patient first name |
Last Name | Required | Patient last name / surname |
DOB | Optional | Date of birth (YYYY-MM-DD or DD/MM/YYYY) |
Gender | Optional | Male / Female / Other |
Phone | Optional | Phone number |
Email | Optional | Email address |
Address | Optional | Home address |
Emergency Contact | Optional | Emergency contact name |
Emergency Phone | Optional | Emergency contact phone |
Blood Group | Optional | A+, A-, B+, B-, AB+, AB-, O+, O- |
Insurance | Optional | Insurance provider name |
Scheme Type | Optional | Insurance plan type |
Policy Number | Optional | Insurance policy/member number |
Excel Format Guide
How to Create Your Excel File
- Open Microsoft Excel or Google Sheets
- Create a new spreadsheet
- Add column headers in the first row
- Add patient data starting from row 2
- Save as
.xlsxformat
Example Layout
| A | B | C | D | E | F | G |
|---|---|---|---|---|---|---|
| First Name | Last Name | DOB | Gender | Phone | Blood Group | |
| John | Smith | 1990-05-15 | Male | 0712345678 | john@email.com | A+ |
| Jane | Doe | 15/03/1985 | Female | 0723456789 | jane@email.com | O- |
Accepted Column Names
First Name: First Name, FirstName, Given Name, Fname
Last Name: Last Name, LastName, Surname, Family Name, Lname
DOB: DOB, Date of Birth, Birth Date, Birthday
Gender: Gender, Sex
Phone: Phone, Phone Number, Mobile, Cell, Telephone
Email: Email, Email Address
Address: Address, Home Address, Street Address
Emergency Contact: Emergency Contact, Next of Kin
Emergency Phone: Emergency Phone, Next of Kin Phone
Blood Group: Blood Group, Blood Type
Insurance: Insurance, Scheme Provider, Provider, Scheme
Scheme Type: Scheme Type, Plan, Insurance Type
Policy Number: Policy Number, Member Number, Insurance Number
Available Insurance Providers:
…
Patient IDs are auto-generated (KMC-XXXX). Do not include an ID column.