Importing Demographic Data

  1. Locate and double-click the MedicalDirector Maintenance icon

    on your desktop. The MedicalDirector Maintenance window appears.
  2. Select the Database Tasks > Common menu item.
  3. Double-click

    (Optional) If this is the first time you have tried to access Import/Export during this session of working in MedicalDirector Maintenance, you will be prompted to select a Configuration, and enter your Username and Password.
  4. The Import/Export Wizard appears.
  5. Click

    to continue.
  6. Select the Import option and click

    to continue.
  7. The Data Type window is displayed. Select the Demographic option and click

    to continue.
  8. The Select the Format window is displayed. Select a file format that corresponds to the file you want to import.
    • To add a new file format before importing the associated file(s), click

    • To edit an existing file format, select it from the list and click

      Some file formats cannot be modified. When adding or modifying the file format, the Format window is displayed. Enter a name for the file format.

      • Select the drop down menu in the Format field and specify your format. The details of the selected formats are displayed.
      • Select from the list of available fields and click

        The highlighted field is added to the Selected field section, select

        to add all available fields to the Selected field section.
      • Click

        to remove a field from the Selected field section, OR select

        to remove all available fields from the Selected field section.
      • Click the up arrow or down arrow to control the file format as appropriate.
      • Click OK to save format. Click

        to continue.
  9. Browse to and select the file to import using



  10. Click

    to continue. The Import Data processing begins. You will be notified of its progress.
  11. Click

    to complete the import process. If you are linked to a billing package (or intend to be) it is recommended that you clear the contents of the file you just imported.
  12. After you have selected a preference here, click the

    to exit the wizard.