Trickle Import Labs and Documents Manually

For practices that have mapped data for both lab results and documents, the trickle import tool can be used to manually import documents or labs for a patient if these have not been automatically loaded. 


  1. Open the Patient Setup with the Index Card.

  2. Select the More option from the Index Card.

  3. Select the Trickle Import option from the dropdown menu.

  4. You will now see the import screen. You will see the number of imported documents and documents available to import. Click the Import Now button to load the documents.