Importing clients from a csv file

As a PT Direct administrator, you can add clients to your PT Direct account by importing a valid csv file into PT Direct.

• Login to your PT Direct account with an appropriate user permission level
• Go to Patient upload
• Click the "Import clients (csv)" button
• Select a valid csv file from your filesystem
• Wait until PT Direct has finished processing your file. After processing, the status of your import will be shown.

Required csv format

• One row per client.
• The file must be encoded in UTF-8.

Each row must contain

• Internal_id

  String. Reference in your own system.

  - Do not use social security numbers or NHS numbers.

  - Use a neutral, self-generated key.

  - This key must be unique inside your system.

  If a client with this key already exists inside your PT Direct account, this patient will be updated with the new information.

• First name

  String. First name of the client

• Last name

  String. Last name of the client

• Year of birth

  Integer. Valid range from (this year) to (100 years ago)

• Gender

  String.  m or f

Each row may optionally contain

• Email

  String. Email address of the client. Does not need to be unique, but will only be stored if syntax is valid.

• Mobile number

  String. International format with no spaces or non-digit characters, e.g. 0012125551212.

• Diagnosis code

  String.

• Client group

  String.

  If a client group with this name (case insensitive) does not already exist inside your PT Direct account, then this group will be added.

Sample csv row with missing email field

This is an example of a valid row. The client has no email, so the email field is simply an empty string.

1234567890,John,Doe,1977,m,,0031611223344,abc-123,Acme Inc