Patient-centric and contextual task management is the foundation of healthcare delivery and the origin story of Dock Health.

Patient information is added to Dock either through your EHR integrations (link) or by uploading your patient directory. In this article, we’ll show you how to do the latter.

To upload a patient directory manually, you’ll want to download the Dock patient .csv template and populate with your patient or member panel. Most EHRs will allow you to download an Excel or CSV file of your patients, or you may already have your patients in a spreadsheet. Please make sure the formatting conforms to the suggested format on the Dock template to ensure it uploads successfully.

In the Pro subscription, you can also create Custom patient lists and dynamic lists that add or remove patients based on filters applied in Dock.

To review a patient list, select that patient list and select “view all patients.” You can scan the list or select an individual patient to review in more detail.

To import additional directories or export an existing one, select the three dots next to the list name. If you choose to upload a new version of a directory, Dock will automatically remove duplicates from the list.

Dock also offers professional services to integrate with your EHR. In Pro and Enterprise plans, Dock can integrate and pull over patient demographic and other data directly from your EHR. Contact sales@dock.health to learn more.