If you're on our paid plan, you can submit a support ticket.
If you're still in implementation, be sure to check with your implementation specialist.
You can use a basic CSV (comma-separated value) file with referral contact information. See the attached template.
There must be a header row that defines what data is in each column. The required fields are in bold.
Sample Columns - You can list whatever information you would like as long as each column has a header describing the information in that column. The only two required fields are First Name and Last Name. The others listed are suggestions.
- First Name
- Last Name
- Address
- City
- Direct Address
- Fax Number
- Middle Name
- NPI
- Organization Name
- Phone Number
- Provider Number
- Salutation
- Specialty
- State
- Suffix
- Zip Code
- Full Name
- Fax Number