How to bulk register patients
This guide will walk you through registering patients in bulk using Lutra Health.
1. Click "Patients" and "Bulk Registration"
When you have a number of patients you need to register at the same time, then the bulk patient registration feature can assist with this.
2. Download the template file
Download the template file for patient registrations. If you store a copy of the template file locally, then you should not need to download it every time.
3. Prepare the file
Once downloaded, open the Excel file and populate with your patient details. Remember that macros need to be enabled when opening the file.
4. Microsoft Windows Users
For Microsoft Windows users, a couple of extra steps are often required to enable the macros in the file. 1. Open Windows File Explorer and go to the folder where you saved the file. 2. Right-click the file and choose Properties from the context menu. 3. At the bottom of the General tab, select the Unblock checkbox and select OK
5. Upload the file
When your file is ready, you can return to Lutra to upload it. If there are any errors identified when loading the file - for example if a patient already exists in the system - then these will be shown at this point. Updates can then be made in the Excel file and the updated version uploaded again
6. View progress
View the job progress after uploading.
7. Refresh status
Refresh the page to update job status. When the load completes you will be able to open created patients directly from this view. You can access this list at any point by navigating to "Jobs".
This guide covered the process of registering patients in bulk on Lutra Health.