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Batch Messaging: How to create a CSV file in Vision
Batch Messaging: How to create a CSV file in Vision
Helen avatar
Written by Helen
Updated over 7 months ago

Vision have provided the below guide to show you how to create your CSV upload to generate patient details for Batch Messaging.

Note, you will need to select the 'Custom Format' date for DOB, as shown below:

The final CSV needs to contain Title, Given Name, Family Name, Date of Birth, NHS/CHI Number, Contact number, and the file cannot have duplicates of NHS/CHI numbers.

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