Operation Manual

Importing a File
A series of screens walk you through the steps needed to import a file into the
.
Follow these steps:
1.
Click Tools
on the
Main Menu
window to open the
Tools
menu window.
2.
Click Import
from the
Tools
menu.
3.
Select a file to import from the
Import
-
Select File screen and click NEXT
.
4.
Select one or more people to import from the Import
-
Patient List screen and click NEXT
.
5.
If you see the
Import
-
Enter Information
screen, fill in the necessary information to identify a person and
click NEXT
.
6.
View the status of the import on the
Import
-
Status
screen and wait for the next screen to appear.
7.
If you see the
Import
-
Process Person screen, a duplication error has occurred because a person being
imported closely matches one already in the
. Select the appropriate option to handle
the duplicate person and click
NEXT
to continue.
8.
Click FINISH
on the
Import
-
Summary
screen.
Related Links
Import
Tools
( v1.0 )
Importing a File
Version: 1.0
265