Import patients from a spreadsheet

What Logicly can read

• An Excel, CSV or Numbers file, up to 25 MB.
• Only the first sheet in the file. Other sheets are passed by.
• The first row holds the column names, such as First name and Frequency.
• Up to 200 patients. On a longer sheet, Logicly reads the first 200 rows and says so.
• Columns Logicly doesn't use, such as notes, are marked Not used and never leave your device.

To start from a clean sheet, open the Import page and press Download the template, or download it as CSV. Its columns are the ones below.

• First name, Last nameNeeded for every patient. One column with the whole name works too.
• Who admitted the patientMe, or Another clinician. If your sheet has no such column, Logicly asks you to pick one for each patient.
• StatusSeeing now, Not seen yet, or Discharged. An empty cell reads as Seeing now.
• Start of careNeeded for a patient you admitted and are seeing now. A patient not seen yet can wait for a date.
• FrequencyNeeded for each patient you are seeing now. Write visits a week, then weeks, such as 2w4. Put a comma between parts, such as 2w2, 1w6.
• Address and phoneStreet address, City, State, ZIP and Phone. Optional, but the map and Auto-schedule need an address.
• Other columnsPhysician, Contact name, Contact phone, Contact relationship, Frequency starts on, Your first visit, Last reassessment, Aide since, Last aide check, In the hospital since, and On hold until.

Import step by step

1. Open Patients and press Import.
2. Under Upload your caseload, drop your sheet on the page or press Choose a file.
3. On Match your columns, check that each of your headings matched the right field, then press Continue.
4. Review the table. The tabs show All, Ready, Needs a fix, Possible duplicates and Skipped. Tap a cell to fix it. Each change saves as you make it.
5. Press Next. Logicly checks each address, then shows which patients will wait. Press Continue.
6. Under Recent visits, tell Logicly what is already done for each patient, so the dates due come out right.
7. Press Import with the number of patients. When it finishes, press Go to patients.

Duplicates, skipped and discharged patients

• Possible duplicateA patient in Logicly has the same first and last name. Press Same person to skip the row, or A different person to add them as new.
• Archived patientThe name matches a patient you archived. Press Restore that patient to bring them back, and the row is then skipped. Press A different person to add a new one.
• Appears twiceThe same name is on your sheet twice, with both row numbers. Choose Keep the first, Keep the second, or They are different people.
• DischargedDischarged patients are not imported. Logicly schedules the patients you are still seeing.
• Skip or remove a rowOpen the row's menu for Skip this patient, Remove from this import, or Edit all fields. A skipped row has Keep after all.

To throw away a whole upload, press Start over. Patients already imported stay in Logicly.

If the import isn't working

• This file is not a spreadsheet.Save the file as Excel, CSV or Numbers and upload it again.
• This file is protected with a password.Remove the password in Excel, save it, and upload it again.
• This file is too large to read.Save only the sheet with your patients and upload that.
• No patients found on this sheet.Put the column names in the first row, and the patients in the rows under it. Make sure the patients are on the first sheet.
• Logicly needs the patients' names.Match a column to First name and Last name, or to the one-column name, on Match your columns.
• Some cells hold formulas with no saved value.Open the file in Excel and save it once, then upload it again.
• We could not find this address.Pick one of the addresses offered, type it under Or type the address, or press Import without the address. You can add it on the record later.
• Address lookup is not available right now.Wait a few minutes and press Try again.
• No patient is ready to import yet.Fix the rows in the table, then press Next again.
• The import stopped before it finished.Patients already imported are in Logicly. Press Continue the import to finish the rest.
• The upload did not finish.Check your connection and press Try again.

A cell with a problem says what to fix, such as Enter the start of care date. or This did not read as a 10-digit phone number. If you are still stuck, email support@logicly.ai. Don't attach your sheet.