How to import patients from Dental4Windows (D4W)
Uploading your existing patient base can save time with the daily use of CoTreat. Firstly you'll need to export your patient list from D4W.
- In D4W click Go To > Location Management
- Click Reports
- Double click All Patients List
- In the Provider dropdown menu select <All>
- Click Export in the preview window
this creates an Excel file containing all your patients' information - we collect names, DOBs, gender discarding all other information - Set a file name and save destination, click Save
- In CoTreat click Settings ⚙ > Patients > + Import Patients
- Select Dental4Windows and drop your Excel file into the box
- Check the information is correct and click Import
- CoTreat will present a result screen showing the successful and failed imports
check your Excel file and correct any of the invalid items then upload the file again (only new records will be added on subsequent uploads)
this creates an Excel file containing all your patients' information - we collect names, DOBs, gender discarding all other information
check your Excel file and correct any of the invalid items then upload the file again (only new records will be added on subsequent uploads) If you encounter any problems or issues please contact us for assistance