PATIENT INFORMATION
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      How to add multiple patients to RETAIN

      Learn how to use the bulk upload tool to add multiple patients to your RETAIN account.

      NOTE: STL files are not needed to use the bulk upload feature. 

       

      DOWNLOAD RETAIN BULK UPLOAD .CSV FILE TEMPLATE

      Follow the instructions below to download the RETAIN .CSV file that will be used for adding multiple patients.

      1. Click 'Import Patients' button or 'Bulk Patient Import' under the account dropdown on left side menu. 
      2. On the 'Import Patients' screen, click 'Download CSV Template'
      3. Navigate your browser's download's folder and select the file titled 'bulk-patient-import.csv' 
      4. Open a new Excel or Google Sheet
      5. Import the bulk patient template ('bulk-patient-import.csv') 

      ADDING PATIENT'S INFORMATION 

      1. Enter each patient's information based on the fields labeled in row 1 (outlined below)
        1. PATIENT_FIRSTNAME (required)
        2. PATIENT_LASTNAME (required)
        3. PATIENT_DOB (required) (mm/dd/yyyy format)
        4. PATIENT_ADDRESS
        5. PATIENT_ADDRESS2
        6. PATIENT_CITY
        7. PATIENT_STATE
        8. PATIENT_ZIP
        9. ACCOUNT_EMAIL (required)
        10. ACCOUNT_FIRSTNAME
        11. ACCOUNT_LASTNAME

      NOTE: There are certain fields that are required. The fields that aren't required can be added later through RETAIN. 

      2. Once all the patients have been added to the file, download the file as a .csv using the navigation in the Excel or Google Sheets menu

      Screenshot 2025-03-18 at 1.25.41 PM

      IMPORTING CSV FILE TO ADD PATIENTS

      1. Click 'Import Patients' button or 'Bulk Patient Import' under the account dropdown on left side menu
      2. Upload your CSV file by either browsing for the file or dragging it into the window

      3. Click 'Review Import' button 

      4. Review the Upload to ensure everything looks good

      NOTE: if there are any errors associated with the data in the upload you will be given the option to review those errors and upload a new CSV file to correct those errors. 

      5. Click 'Finish Import' 

      NOTE: Once import is completed, the patients will be added to RETAIN with the status 'Pending'. This means they haven't been invited yet. Their status will change to 'Invited' once you complete the steps below to invite them. 

      INVITING PENDING PATIENTS TO RETAIN

      1. Locate the patient you'd like to invite and click into their profile 
      2. Complete the patient's profile by adding the following information:
        1. Add the patient's shipping address (if not added during the initial upload)
        2. Add the patient's retainer information by clicking the 'Update Subscription Information' or 'Edit' in the 'Retainer Information' section
          Screenshot 2025-03-18 at 3.34.14 PM
      3. Click 'Save'

      NOTE: Once 'Save' is clicked after filling in the retainer information, the status of the patient will change to 'invited' and an invite will be sent to their email address.