Prepare a patient list

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When you’re starting a recall, you need to have a patient list ready to upload to Appt Recall.

Export Patient list

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

2. Edit your patient list to only contain patients’ NHS numbers and dates of birth. We only accept the following date formats:

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

This is how your CSV file should look with 1 entry:

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