How to Upload a Patient List
If your EHR does not have a direct ClinicReach integration, or you want to run a one-time campaign to a specific cohort, you can upload a patient list via CSV.
Preparing your CSV file
Your CSV must include the following columns (exact header names required):
| Column | Required | Format |
|---|---|---|
first_name |
Yes | Text |
last_name |
Yes | Text |
phone |
For SMS | E.164 (e.g. +15555550100) |
email |
For email | Standard email address |
opted_in_sms |
Yes | true / false |
opted_in_email |
Yes | true / false |
external_id |
Recommended | Your internal patient ID |
Do not include date of birth, Social Security number, diagnosis codes, or any other clinical data in the upload file. ClinicReach only needs contact and consent information.
Uploading the file
- Go to Audiences > Import.
- Click Upload CSV and select your file.
- ClinicReach will validate the file and show a preview of the first 10 rows.
- Confirm the column mapping and click Import.
- The import runs in the background; you will receive an email when complete.
After the upload
The imported contacts appear as a new Audience that you can target in campaigns.
Duplicate phone numbers or emails are automatically de-duplicated based on
external_id or exact contact match.