Imports and starter workspace examples
Bring in patients and appointments from CSV, or load clearly labeled starter records to explore.
Import your first patient and appointment CSV
Use the Imports screen to bring in patients and appointments from a CSV without losing data.
Read guideUse starter workspace examples to explore ChairNav
Load or remove clearly labeled starter records so the team can practice without touching real patients.
Read guideImport patients from CSV
Bring patient records into ChairNav from a CSV without creating duplicates.
Read guideImport appointments from CSV
Bring scheduled appointments into ChairNav and link them to existing patients.
Read guideFix failed import rows
Read the failed-row report, fix the source data, and re-import only what failed.
Read guide
Related categories
Getting started
Set up your practice workspace, invite teammates, and find your way around ChairNav.
Daily Brief
Use the morning brief to scan the day, see real risks, and act before 9 a.m.
Schedule and No-Show Guard
Protect chair time with the schedule view, confirmation status, and no-show risk reasoning.
Recall Engine
Track recall opportunities, prioritize who to reach today, and prepare safe outreach.
Still need help?
Tell us the practice name and what you were trying to do — we'll help.