Import Tool Management
Import Tool Overview
The Import Tool can be used to Import Providers, Referring Providers, Appointments, Charges, Patient Demographics, and Balances. The Import Tool can also be used as a Demographic Conversion Tool. There is a one-time setup fee and a monthly recurring ...
CSV Upload/Import Tool
To activate this functionality, submit a Manage Services Ticket. The Import Tool can import Demographics, Charges, Balances, and Appointments into the PM System. The imported file must be a .csv or .txt file. Upload the CSV File It is strongly ...
Referring Providers Import Tool
Referring Providers Import Tool The Referring Providers can be imported into the Referring Provider Library using the Import button. The button is located on the Referring Providers screen. Access to this button is controlled by User Permissions. ...