Note: You must be have full Site Manager permission to use this function. This document outline instructions to import patient demographics into the Portal who belong to a Primary Provider Patient Group. Patient information import is a necessary step to validate identity during the invitation process.
- Log into the Portal and go to Settings, under the icon located at the top right corner of the screen.
- Click on Import Patients bar.
- Follow the first step by selecting the EMR to pull patient demographics from.
- Select patients of the following provider(s) to be imported. Multiple selections are welcomed.
Select filter options if appropriate. For Roster Status, the options are ROSTERED, NOT ROSTERED, FHO ENROLLED, FHG ENROLLED.
Click on Start Importing Patients, and confirm with Yes.
Wait for the import to complete. It may take minutes to hours depending on the population size so check back on this screen from time to time. When the window appears similar to the picture below, click Import Patients and confirm with Yes.
