Bring your patients over from your old EHR

Switching systems shouldn’t mean re-typing your patient list. GRIT’s import wizard takes the export file from your old EHR and walks it through four steps — Upload → Map columns → Review → Done — with nothing written to your account until you’ve seen exactly what will happen.

What you can import

Run these as separate imports, in this order (insurance and appointments look up the patients created by the first one):

1. Patients — names, contact info, addresses, DOB
2. Insurance policies — carrier, member ID, group, subscriber — matched to your imported patients
3. Future appointments — date, time, provider, appointment type. Past dates are skipped automatically; history stays in your old system.

Step 1 — Export from your old system, upload to GRIT

Export your patient list as CSV or Excel from your old EHR (usually under Reports or Export). Then in GRIT open the Import Data wizard, choose what you’re importing, and drop the file in.

If the file came from Jane, ChiroTouch, ChiroFusion, ChiroSpring, EZBIS, Platinum, or Genesis, GRIT recognizes the export format and pre-maps the columns for you.

One gotcha: legacy .xls files can’t be read — re-save as .xlsx in Excel first. Plain CSV is always safe.

Step 2 — Map columns

Each GRIT field gets matched to a column in your file. Auto-detected exports arrive mostly mapped; you just review. Required fields are marked with *, and anything you leave unmapped is simply skipped — you don’t need to import every column.

Fields labeled “for lookup” (like Patient Email on an insurance import) aren’t stored — they’re only used to find which existing patient each row belongs to.

Step 3 — Review the dry run

Click Validate and GRIT runs the entire import without writing anything, then shows you the outcome:

• Will be imported — clean rows
• Skipped — duplicates of patients already in GRIT
• Errors — rows that can’t import, each with a row number and a plain-language reason (downloadable as a CSV if the list is long)

Fix anything worth fixing in your file and start over, or proceed — error rows are skipped, never half-imported.

Step 4 — Import

Click the import button and GRIT writes the clean rows. You’ll get final counts and, for patient imports, a View patients button to go see the result.

Troubleshooting

• Lots of duplicate skips on a re-run. That’s the dedupe working — rows matching an existing patient are skipped, so running the same file twice doesn’t double your patient list.
• Appointment rows erroring. The provider name and appointment type in the file must match a provider and appointment type that exist in GRIT — set those up in Settings first, then re-run.
• Insurance rows can’t find their patient. Import patients first, and make sure the lookup columns (name, DOB, or email) are mapped so each policy can find its owner.