Download the Service Provider List

Use the following steps to Download all of your Service Providers to a CSV file:

1.      Click on Service Providers under Resources in the Main Menu.

2.     The Service Provider screen displays, under Action, click on Download to CSV

3.      Download screen will display, click to open the file in Excel

• Related Articles

• Upload Service Provider Records

  Use the following steps to do one of the following. Upload your new Service Provider records in bulk. Update existing Service Provider records in bulk. Firstly, Download the Service Provider records, edit and then follow these steps to Upload the ...

• Delete a Service Provider

  Use the following steps to delete a Service Provider company. 1.      Click on Resources from the Main Menu, and click to choose Service Providers. 2.      The Service Providers screen displays a list of existing service providers. Click the Delete ...

• Download Individual Provider Records

  Use the following steps to Download your Individual Provider records to a CSV file in Careview. 1.           Click Resources in the menu, then click Individual Providers. 2.      The Individual Provider screen displays, under Actions, click on ...

• Add a Service Provider Company

  It is Important that you add all of the Service Provider companies that are providing services to your clients. You can also create Service Providers in the Invoice Entry Creation screen. Before creating an Individual Provider records, it's important ...

• How do I download my Client List

  Use the following steps to download a copy of your Client List. 1.      From the Client List screen, click on the Actions button, and choose Download To CSV. 2.      Save the File. 3.      From within Microsoft Excel, open the file from the Saved ...