How To Upload New Patient & Production Data To Your Account

Knowing your office’s new patient and production data allows a way for our dental marketing experts to customize your marketing boxes. This is also a great tracker for success. Using the instructions below, you will need to upload a file containing your new patient and production data for the past year, sorted by month.  Download […]

Knowing your office’s new patient and production data allows a way for our dental marketing experts to customize your marketing boxes. This is also a great tracker for success. Using the instructions below, you will need to upload a file containing your new patient and production data for the past year, sorted by month. 

  1. Download both excel sheets below for new patients and production:

New Patient Upload Example

Production Upload Example

  1. Go into your Practice Management Software and run the appropriate reports
  1. Insert the data into each of the excel sheets. Make sure to match the existing layout and formatting in the template file you downloaded on step 1.
  1. Rename the excel sheets with your practice name (MyPracticeName-Historical-New-Patients.xlsx & MyPracticeName-Historical-Production.xlsx).
  1. Click on this link to be directed to a form on where to upload the excel sheets.