Introducing a Way to Easily Add Multiple Patients to RETAIN

We’re excited to introduce a powerful new feature to make managing your retainer subscription program even easier—importing multiple patient at once into RETAIN! With this feature, you can quickly add multiple patients to RETAIN using a simple CSV file. Whether you’re looking to add hundreds or even thousands of past patients or streamline your daily workflow, our new multi-patient upload tool makes it effortless.

How Bulk Upload Can Benefit Your Practice

1. Re-engage Historic Patients

Your practice likely has a vast number of former patients who completed treatment months or even years ago. Instead of adding them one by one, you can now upload a list of historic patients in bulk. This allows you to efficiently re-engage them with the opportunity to order replacement retainers and maintain their smiles for life.

2. Streamline Daily or Weekly Uploads

Rather than manually entering new patients every day, you can use Bulk Upload to add multiple patients at once on a daily or weekly basis. This is perfect for staying on top of newly debonded patients, ensuring they have access to their retainer subscription options as soon as possible.

How It Works

Using Multiple Patient Import is simple and intuitive:

Prepare Your CSV File – Download our easy-to-use CSV template and fill in the required patient details.
Upload Your File – Navigate to the Bulk Upload section in your RETAIN dashboard and upload your completed CSV.
Review & Confirm – Our system will automatically validate the data, allowing you to review and make any necessary edits before finalizing the upload.
Start Engaging! – Once uploaded, these patients will be added to your RETAIN platform, where they can be invited to sign up for a retainer subscription.

Best Practices for Bulk Upload Success

Keep Your Data Clean – Ensure patient details (name, email, phone number) are accurate and formatted correctly in the CSV file.
Segment Your Uploads – Consider separating historic patients from newly debonded ones to tailor your outreach strategies.
Use Emails or Text Campaigns to inform patients of this option – Once uploaded, take advantage of email or text campaigns to efficiently inform patients about their retainer options.

Get Started Today

Inviting multiple patients is now available in your RETAIN dashboard! If you need assistance, our support team is ready to help you make the most of this feature.

Start simplifying your workflow and expanding your patient outreach with our multiple patient upload tool today!