Upload new Individual Provider Records
Use the following steps to Upload new Individual Provider records into Careview.
1. Click Resources in the menu, then click Individual Providers.
2. The Individual Provider screen displays
3. The Download screen displays, click to open and save the file.
4. Delete all data except for the Column Headings and add your new Individual Provider details.
The following fields are mandatory;
- First Name
- Last Name
- Role
- Service Region
- Company
5. Save the File to your computer.
6. Click Resources in the menu, then click Individual Providers.
7. The Individual Provider screen displays, under Actions, click on Upload to CSV
8. The Upload Provider screen displays, click on Browse and choose the file created in Step 3.
9. Click on Submit.
10. System confirms Upload was successful. If there are any errors, please correct the file accordingly and follow steps to Upload again.
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