Help / Admin & billing

Onboard a practice with the Practice Onboarding importer

Bring an incoming practice's patients and chart data into Medipyxis with the Practice Onboarding importer — a guided, 9-step CSV pipeline in the Administrator area (/administrator/practice-onboarding). Each step is a upload → map → confirm → import flow, and steps unlock in dependency order.

Before you start

• You have the admin role and access to the Administrator area.
• You have the source data as CSVs (exported from the prior EMR or spreadsheets).
• You're working in the correct facility — imports are scoped to the facility you're in.

The 9 import steps

Steps unlock as their prerequisites complete. Patients is always first because everything else attaches to a patient; Visit History comes last because it depends on wounds.

#	Step	Unlocks after
1	Patients	(always available)
2	Insurance	Patients
3	Medications	Patients
4	Allergies	Patients
5	Comorbidities	Patients
6	Emergency Contacts	Patients
7	Documents	Patients
8	Wounds	Patients
9	Visit History	Wounds

Import a step

1. Open Administrator → Practice Onboarding.
2. Click a step card to expand its import module.
3. Upload the CSV for that step.
4. Map the CSV columns to Medipyxis fields (the mapper flags required fields and unmatched columns).
5. Confirm the preview — the importer shows what will be created and any row-level errors.
6. Import. The batch runs and the step is marked complete, unlocking dependent steps.

Start with Patients and import it cleanly before the dependent steps — every other record type links to a patient. Import Wounds before Visit History so visits can attach to the right wound.

Result

The practice's patients, coverage, clinical history, documents, wounds, and prior visits are in Medipyxis, ready for scheduling and documentation. Import batches are tracked per facility so you can review what was loaded.

Related

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