If your version of MCH Software Solutions includes Patient Management, administrators may be granted permission to upload or update patients in bulk through the use of a .csv file. In order for this feature to work correctly, it is important that the data has been prepared appropriately:
The CSV file will need all of the following headers included:
Please double check the correct capitalisation, spacing and punctuation in these headers to avoid any upload errors.
Patient No., Title, Forename, Surname, DOB, Insurer, Telephone, Mobile, Address1, Address2, Address3 (Town), Address4 (Country), Postcode, Email
Patient data should be included as new rows within the csv file. Please note that while many fields are not required, the headers still need to be included in order for the csv to be uploaded properly.
Below is an example of valid patient data:
Patient No.* 123456
Title: Mr
Forename*: Joe
Surname*: Bloggs
DOB*: 15/05/1970
Sex: M
Insurer**: Spire - NHS
Telephone: 01234 567890
Mobile: 07890 123456
Address1: 20 Example Road
Address2:
Address3 (Town): Southampton
Address4 (Country): Hampshire
Postcode: SO30 0AA
Email: joe.bloggs@example.com
* Required
** A full list of valid insurers can be found in-app when adding an individual patient.
Should you need further support, please contact us via email at team@mchss.co.uk.