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Formatting CSVs for Appointments

Written by Pauline Ni

DeepScribe offers the ability for users to bulk upload your patient schedule via CSV in the Appointments page. If you are using the template to upload a CSV, refer to the below requirements.

IMPORTANT: Please ensure the file type you are uploading is .csv!


Appointment Manager

Click the "Bulk Upload" button to find the CSV template to download.

  • Patient name

    • E.g. John Doe, Jane Smith

    • Notes: There is no validation for this field

  • Gender

    • Options: Female, Male, Nonbinary

  • Pronouns

    • This will automatically populate if Gender is already selected, but can be overwritten with a different selection

    • Options: He/Him/His, She/Her/Hers, They/Them/Theirs

  • Time

    • Format: HH:MM AM/PM or Military Time

    • E.g. 01:23 AM, 11:30 PM, 15:00

  • Date

    • Format: YYYY-MM-DD or MM-DD-YYYY

    • E.g. 2024-03-09, 03-09-2024

  • Visit Type

    • Options: Initial, Follow-up

  • Provider

    • For Admins and Super Admins only

      • If you are NOT an Admin or Super Admin, you should never have another user’s email/ID in the provider field

    • E.g. [email protected] (this field is case sensitive)

    • Must be the email address used for DeepScribe login (or DrChrono ID for DrChrono customers)

    • Valid emails include any DeepScribe users in your organization or company, respectively

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