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. 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 patient:

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