Import patient data

If you are currently using an existing clinic management software, and wish to transfer the patient data into Scribo. This tutorial will walk you through the process of importing your patient data. Please note that you can only perform this action if you have been granted the respective user permission(s).

Download .csv template

On the side menu, click the 😷 Patient tab.

Click ➕ Import Patient.

Import Patient Button

Click Download Template to download the .csv template.

Import Patient Page

Fill in the patient data in the .csv file

Use excel to open the .csv file

CSV Template

The file should contain the following columns. Fill in the data according to the format below:

Column Name	Description	Format
Last Name (Required)	English last name
First Name (Required)	English first name
姓(中文)	中文姓氏
名(中文)	中文姓名
Identity number (Required)	HKID	If HKID is C688688(E), fill in C688688E
Contact number (Required)	Phone	Do not include space or area code. If the number is (+852) 9123 4567, fill in 91234567
Sex	Sex	Exact wording: Male or Female
Date of Birth	Date of Birth	Date format in DD/MM/YYYY. If the DOB is 05-Mar-1997, fill in 05/03/1997
Address	English address
Has Insurance Card	Indicate whether the patient has insurance card	Exact wording: Y or N
General Information	Additional remarks about the patient

Upload .csv file

Click Upload Document, and upload your .csv file

After the document is uploaded, click Apply.

The patient data will be listed in a table:

Imported data table The system will check for any formatting error in your file. If there are errors, correct them and re-upload your file.

After checking the data, click Import and your patient data will be uploaded to Scribo.