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!
Steps to Manually Upload your Schedule
Produce a report from your EHR with the following fields (Patient Name, Gender, Pronoun (if available), Time, Date, Visit Type, Provider).
Edit the spreadsheet to make sure the Column Headers match the DeepScribe Ready template file (attached below)/the section names outlined above exactly AND ensure your date formatting matches the sample format (Important note: capitalization and spelling are important here, or the upload will fail)
Add the Pronoun Column (Important note: leave the pronoun fields blank but keep the heading)
Save your document as a CSV
Log into canvas.deepscribe.ai and click on Appointments tab
Click on Add Appointment
Click up Bulk Upload
Click to Select File
Click Add Appointments to List
Once they upload, click Add Appointments
Formatting your CSV
Patient Name
E.g. John Doe, Jane Smith
Notes: There is no validation for this field
Gender
Options: Female, Male, Nonbinary
Pronoun
This will automatically populate if Gender is already selected, but can be overwritten with a different selection
Content in this column is not required, empty entries here will not cause upload failure.
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