Import Tool Management
Billing/Rendering and Referring Providers Import Tool
Providers can be imported into the Referring Provider Library and the Billing/Rendering Provider Library. Use the Modify Import Profiles button to create a Profile. Use the Import button to Import the Providers into the respective Libraries. Both ...
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 ...
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 ...