Importing Patients & Audiograms (DM+)

Patients and audiograms can be imported from an existing system to SHOEBOX by using a properly formatted CSV file.

For a brief rundown on our data import best practices, check out the SHOEBOX Data Import Quick Guide

For an in-depth look at importing patients and audiograms, check out Importing Data

You have two options for importing data:

  1. Import data globally to SHOEBOX
  2. Import data in association with a specific project

IMPORTANT: the date format you select must be the same as the date format entered in the template.  Click  "Change Date Format" button before the upload to match the date format to your template.

To import data globally:

  1. Go to the Data Admin page
  2. Set the date format to match the data in your data import file, then click or drag and drop a CSV file onto the grey “Import Patients and Audiograms” box
    Note: Patients must be imported before audiograms
  3. The imported file(s) will appear in the Import History section
  4. Patients will be accessible on the iPad of any user in your organization, as long as you have data sharing enabled. If you do not have data sharing enabled, patients must be placed in a project in order to be accessible to non-admin users. See Working With Projects for more information

To import data in association with a specific project:

  1. Go to Projects
  2. Click on the project name in the list
  3. Click or drag and drop a CSV file onto the grey “Import Patients and Audiograms” box
  4. Note: Patients must be imported before audiograms

  5. Imported data will be automatically added to the project, and patients will be accessible on the iPad of any user who has access to the project
  6. The imported file(s) will appear in the Import History section of the Data Admin page

Last Updated: 2019-09-19

 

 

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