Uploading Procedures & Fees

Bulk Import Options

Instead of adding procedures and fees one at a time, you can upload them in bulk using a spreadsheet.

Preparing Your Spreadsheet

For Procedures:

Create a CSV or Excel file with these columns:

Name	Category	Code	Price	Surgeon Time (min)	Notes
Breast Augmentation	Breast	BA001	5500	90
Tummy Tuck	Body	TT001	8000	180	Includes lipo

For Additional Fees:

Name	Code	Amount	Description
Facility Fee	FAC01	1500	Operating room
Anesthesia	ANES01	800	General anesthesia

For Implants:

Brand	Type Name	Code	Price
Allergan	Smooth Round 350cc	NAT-350	1200
Mentor	MemoryGel Moderate 375cc	MEM-375	1100

Import Process

1. Go to Admin > Procedures (or Fees/Implants)
2. Click Import or Upload
3. Select your spreadsheet file
4. Map your columns to the required fields
5. Preview the import
6. Click Confirm Import

Tips for Successful Imports

• Use consistent formatting – Keep category names identical (e.g., always “Breast” not sometimes “Breast Procedures”)
• Check for duplicates – The system will warn you if a procedure code already exists
• Start small – Test with 5-10 items first to verify formatting
• Keep a backup – Save your original spreadsheet

After Importing

Once imported:

• Review all items for accuracy
• Assign procedures to surgeons
• Test by creating a sample quote

Need Help with Import?

If you have a large procedure list or complex pricing, contact us at https://mysurgeryquote.com/contact/ and we can assist with your import.

Download Templates

Contact us at https://mysurgeryquote.com/contact/ to request blank import templates for:

• Procedures
• Additional Fees
• Implants