Step 1 of 4

Collect Business Info

Tell us about the clinic and upload the historical order exports you received.
Clinic Details
In case the import team needs to follow up with you.
Source Files
No files added yet.
Import Options
Include patient-only records
When a patient has no product association, still bring them into the import as a patient-only record.
Products to include
Bring over every product a patient has been assigned, or only their most recently purchased product.
Import timing
Run the import as soon as it's ready, or schedule it for a specific date.
Send welcome message at import
New patients receive a welcome message introducing the ordering portal, with a personalized link to order their prescribed product.
Heads up — this usually drives a surge of orders.