Integrations / Documents

PDF & CSV import

File import

Upload assessment PDFs and CSV exports from any system without an API.

Status

There is no live sync. Staff upload exports, PDFs, or CSV files and choose the patient they belong to.

What it provides

  • Assessment PDFs
  • Lab results
  • CSV exports

Setup

Upload files and pick the client they belong to.

Matching records to patients

Staff pick the client when uploading; patient name / DOB in the file is used as a check.

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