Here are the steps to import your client data:
Navigate to the Client page
Go to the Import button in the upper right corner
Select the Choose a file button
Select the file you are uploading from your desktop
Match the columns of your spreadsheet with client record fields
Select the Submit button
Select the Done button
Here are the steps to import your client notes and documents:
Navigate to the Client page
Drag and drop the document and/or folder into the client record row it is intended for
Click Save
Our team will be available to answer any further questions you may have. Just reply via messenger or reach out to team@carepatron.com.