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Be sure to determine which import options you want.","image":"https://media.supademo.com/cmiokx5ho013e3n0iee8w2b87/9UGhX3a4fPO8hsmdsDthA.jpg"},{"@type":"HowToStep","url":"https://tour.mytherapywizard.com/demo/cmsus9kjh0heiqmk8yho0nytg/#5","name":"Step 5","text":"Click to import. Cancel to start over.","image":"https://media.supademo.com/cmiokx5ho013e3n0iee8w2b87/9UGhX3a4fPO8hsmdsDthA.jpg"}],"publisher":{"@type":"Organization","name":"Supademo","url":"https://supademo.com","logo":{"@type":"ImageObject","url":"https://supademo.com/images/supademo_logo.svg"}},"author":{"@type":"Person","name":"Supademo"}}34:T67f,

Clients

24 active · 26 total

35:Tddb,

Drag and drop your CSV file here, or browse

Accepts .csv files only (max 500 rows)

Required: firstName, lastName, dateOfBirth, gender

Date format: MM/DD/YYYY (e.g., 03/15/2015)

Gender: Male, Female, or Other (use customGender for Other)

Basic: middleName, customGender, race, customPrimaryLanguage

Race options: White, Hispanic or Latino, Black or African American, Asian, American Indian or Alaska Native, Native Hawaiian or Other Pacific Islander, Unknown

Educational: grade, customGrade, schoolOrSite, district

Contacts: clientEmail, clientMobilePhone (the client's own, for adult clients), parentGuardianEmail, parentGuardianPhone, emergencyContactName, emergencyContactPhone, emergencyContactRelationship, emergencyContactCustomRelationship, teacherName, teacherEmail

OT Status: otStatus, otStatusDetails, customOtStatusDetails, otStatusDnqDetails

OT Status options: Not Recommended (DNQ), Recommended for OT, Inconclusive/Additional data needed, Evaluation Not Completed

Medical: medicaidStatus, customMedicaidStatus, diagnosis, customDiagnosis, educationalSupportPlan, customEducationalSupportPlan

Therapy Plan: therapyStartDate, therapyEndDate, sessionType, customSessionType, amount, customAmount, visitFrequency, customVisitFrequency, durationOfPlan, customDurationOfPlan, therapyPlanStatus, timePerVisit, customTimePerVisit

Additional: hobbiesInterests, customHobbiesInterests, assistiveDevicesUsed, customAssistiveDevices, therapyCommunicationLanguage, customTherapyCommunicationLanguage, reasonForReferral, customReasonForReferral, alertNotes

Multi-value fields: Use commas for multiple values (e.g., "Autism,Fine Motor Skills")

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Bulk Import Clients with CSV in MyTherapyWizard

","description":"

Team Subscriptions

Learn how to efficiently bulk import multiple clients into MyTherapyWizard using a CSV file. Download the template, upload your data, and populate your client list in minutes.

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It's a great day to be a Therapy Wizard

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