📝 Overview
This article explains the process of importing inventory items into ChiroHD as part of your onboarding process. By utilizing the import feature, you can streamline the migration from a previous EHR system and avoid manual entry, making it faster and more accurate to get started.
Before You Begin
Export your inventory list from your previous EHR and save it as a CSV file. Your CSV file may include information such as:
Item names
Descriptions
Retail prices
Cost
Quantities
SKU or UPC numbers
Categories
Taxable status
Vendor information
Review the file before importing to confirm the information is accurate and formatted correctly.
Accessing Inventory Setup Wizard
Navigate to the System Dashboard, System Settings, Inventory, Create CSV Import.
Importing Inventory Using the Inventory System Wizard
Navigate to the Inventory CSV Import
When in the System Inventory Dashboard, select the CSV Import option.
Review the mapped fields.
ChiroHD will display the inventory fields available in the system and the columns from your uploaded CSV file.
You can map ChiroHD fields to the appropriate columns from your CSV.
Review any unmapped CSV columns.
Some columns, such as quantity on hand or vendor, may not automatically map.
Review these columns and adjust the mapping if needed.
Once everything is verified, click Import Rows.
Review the import preview.
Here you can edit item details such as name, retail price, cost, category, taxable status, and UPC code.
You can remove inventory items you do not wish to import or add new items manually as needed.
Once satisfied, click Import Items to complete the process.
After Importing
After the import is complete, review your inventory list to confirm that all items imported correctly.
You can make edits or adjustments to inventory items after the import if needed.
✅ Key takeaways
The ChiroHD inventory import feature enables fast onboarding with bulk uploads via CSV files.
Essential inventory details can be transferred from your previous system, reducing manual entry.
Field mapping ensures your data aligns between your old system and ChiroHD.
You can adjust, remove, or manually add items during the import preview to ensure your inventory is accurate before finalizing the import.
📌 Conclusion
The ChiroHD inventory import process is a powerful tool to help you quickly and accurately bring your practice’s inventory into ChiroHD. By using the CSV import and mapping features, you increase efficiency and minimize errors, especially if you have a large inventory list.