The Import Clients function in NovoPsych is designed to save users time and streamline client management. By importing your client information in bulk, you can easily and quickly create new clients without having to enter the information manually. This also reduces the risk of errors, helps you maintain accurate client records and allows you to allocate more time to what matters most – client care.

Importing client lists can be helpful for schools, group programs or practices who are onboarding to the NovoPsych platform. 

To import your clients, follow these steps:

1 – Select the Account option from the top of your screen and select the ‘Import Clients’ function (at the bottom of the list on the left):

2 – Then, download the ‘Import Client Template’ as shown below. This will be the spreadsheet template you will be using to populate or copy your clients’ information into.

3 – The CSV template spreadsheet (shown below and opened in Google Sheets) contains columns for the first and last name of the client and date of birth which is necessary to fill in. Other columns are optional: Email of the client, gender, assigned to user email (relevant if you are assigning to another practitioner in a practice plan), Informant names and emails. You can leave optional columns blank.

Note: The date of birth column highlighted below must be populated in this format (dd/mm/yy) to be valid for client import.

4 – Once you have populated the CSV template sheet, you can now upload and import the file:

5 – When the file is successfully selected, you will be able to see the file name. You can then select the option to ‘Import Clients:

6 – This will then give you a preview of all your clients and confirm if they are validated for import (‘client data successfully validated’ will be shown under the client names as shown below). To proceed with importing all your validated clients, select the ‘Import Clients’ option below:

7 – You have now successfully imported your clients. On the Clients tab, you should be able to see the new clients in the list – any client information entered in the CSV columns (first and last name, date of birth, gender, email of client, assigned to user, informant names and emails) will be automatically inputted for the client. You can always check a few of the new clients to ensure that they are now listed correctly.

Note: To make changes or amendments to these clients, you can simply select the ‘Edit’ option on each clients’ profile to update the information (third screenshot below).