Bulk import: bring a whole agency in

Where to find it

Dashboard → "Upload files" (top right); the welcome card the first day; "+ New file" → "Existing record"

Step 1 · Upload

1. Dashboard → "Upload files" — whole folders; a single paper goes from its row in the record. Choose what you are uploading (patient, nurse, HHA, office worker, agency) and drop the files (50 MB each; scans of whole folders are fine). The zone tells you how many fit in this upload: the first upload of each drawer takes up to 5 so you can work them; from then on, up to 50. "What documents do we ask for? See the list" shows, on demand, everything the record requests.
2. While it works, the strip at the top says "Processing N documents… Analyzing and grouping by person…". You can keep working.

Step 2 · Whose are these papers?

1. When the strip says "N people detected", press "Whose are they?". One packet per person: check the name ("Correct the name" if it is misspelled) and the type ("Change the type" — this cannot be changed after the file is created).
2. If the name already exists: "It is the same person" (links to the existing file) or "It is someone new".
3. "Discard" a packet that is not yours. Press "Confirm". If the whole upload was a mistake, "Discard batch" cancels ALL of it (files included) without touching existing files.

Step 3 · The files are born

The system creates each file and places the papers it recognizes in their rows. What it did not recognize waits in "Papers to place" of each file, with its proposal, for you to drag. The strip ends with "N files ready to work" → "Open file". If the strip says "Stopped halfway", nothing has moved for a while: press "Retry" and it picks up where it stopped, without uploading anything again. If it stays the same after a retry, let us know.

Related instructions

• Open a file (worker or patient) →
• Papers to place: a whole folder in one go →