Import Clients in Bulk with a CSV Upload

Add clients in bulk (using the CSV upload feature)

Add clients in bulk using the CSV upload feature - MyTherapyWizard help article card

Switching to MyTherapyWizard from another system, or starting a new school year? Instead of adding clients one at a time, upload your whole caseload with a CSV file. This works well for solo therapists, group practices, school districts and home health teams.

Steps

  1. Go to Clinical > Clients.
  2. Click the upload icon next to the + button.
  3. Prepare your CSV with one client per row, using the column format shown on the upload screen.
  4. Upload the file and follow the prompts to finish the import.

Tips

  • From Excel or Google Sheets, save the file as CSV.
  • Check date formats and the spelling of schools or sites before you import.
  • A client CSV contains protected health information. Delete local copies once the import is done.

Watch the video for a walkthrough.

See other articles in Managing Clients here.