How to upload a CSV file

It's easy to attach a CSV file to complete the set up for a Broadcast.

In the Dashboard, access Inform > Broadcast > + Create New Broadcast and select here: 




After selecting to upload, the page will display a blue Upload button. Select this button and locate the CSV file to upload. 


There are is a required component of the CSV for the Broadcast for each practice management system:

The CSV file must have the practice management system ID column included, or it will not process.

This should be a default when exporting the lists in each practice management system, and you can check the system requirements below: 

Best Practice = INTERNALID
Medical Director = PATIENT_ID

If you require assistance with this, please contact HotDoc at

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