Prepare a patient list

1. Export patient list

Download the desired patient list from your Clinical System/Patient Administration System (EMIS or SystmOne).

2. Format list

Edit your patient list to only contain patients’ NHS numbers and dates of birth.

Format your patient list so it has NHS numbers in column A and dates of birth in column B. There should be a header row:

We accept the following date formats:

• "dd/mm/yyyy"
• "dd-mm-yyyy"
• "dd/mmm/yyyy"
• "dd-mmm-yyyy"
• "yyyy/mm/dd"
• "yyyy-mm-dd"

To format the date:

• Click 'Home' and open the Number formatting options

• Select the 'Date' Category, and select the third 'Type' option

3. Save your patient list as a .CSV file (Comma Separated Values)

• In your Excel spreadsheet, click on File.
• Click on Save As.
• Click on Browse to choose where to save your file.
• Open the Save as type drop-down menu and select Comma Separated Values (.csv).
• Click on Save.

4. You are now ready to Upload your Patient List