Data imports

Imports bring operational data into ChairNav from a spreadsheet or an export from your PMS. Every import goes through a preview before being committed so you can fix mismatches and skip rows.

Supported data

• Patients (name, contact, preferences, last visit).
• Appointments (provider, location, time, status).
• Recall lists (due date, recall type, last contact).
• Insurance plans and patient coverage notes.

Import flow

1. Open Settings → Imports and choose the data type.
2. Upload a CSV exported from your PMS or prepared from the template.
3. Map each column to a ChairNav field. Required fields are marked.
4. Review the preview: count of new, updated, and skipped rows, plus any validation warnings.
5. Confirm to commit, or cancel and re-upload after fixing the file.

Duplicates and updates

Patient matching uses name plus date of birth and contact. When a row matches an existing patient, ChairNav updates the existing record rather than creating a duplicate. Conflicts are surfaced in the preview.