Settings
Practice Info
Calendar Sync
Last Sync
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Auto-sync
Every 5 min
Data
Patients
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Storage
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Note Editor AI Prompt
Custom instructions added to every note generation. Use this for your preferences on writing style, format, or clinical language.
Deleted Patients
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Patients soft-deleted from their profile. Data is preserved — restore moves them back to the active list.
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Inactive Prospects
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Prospects marked inactive (most commonly because they were converted to a patient). Reactivate to bring them back to the active prospects list.
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Import Patients from CSV
Upload a CSV export from Valant (or any CSV with patient data) to bulk-import or update patients.
1. Upload CSV
2. Map Columns
3. Preview & Import
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Drop CSV file here or click to browse
Supports Valant export format (Patient ID, First Name, Last Name, DOB, Phone, Email, Active)
Deleted Patients
Patients that have been soft-deleted. Click "Restore" to reactivate.
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Total Prospects
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New
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Imported
| ID ↕ | Name ↕ | Email ↕ | Phone ↕ | Services ↕ | Referral ↕ | Status ↕ | Imported ↕ | Actions |
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Total Requests
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Pending
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Completed
| Patient ↕ | Medication(s) ↕ | Pharmacy ↕ | Notes ↕ | Submitted ↕ | Status ↕ | Actions |
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All Keys in Database
| Key | Size | Actions |
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Raw JSON Preview
Click "View" on a key to see its contents