Accounts Import

Accounts can be imported into ScheduleInterpreter using CSV file. Use Microsoft Excel or any other table editor to prepare data for import. Columns can be entered in any order. All bold fields are mandatory.

Names of the columns must be exact.

Column

Description

Type

Name

Name of the account

string

Street

Street address of the account

string

City

City of the account

string

State

State or province of the account

string

Zip

Zip or postal code of the account

string

Country

Country of the account

string

Time zone

Time zone of the account; using the attached template, enter the ID number associated with the account time zone; for example: Eastern time zone=1

string

Epic ID

Epic ID corresponding to your account (hospital, clinic, department etc.). Mandatory for Epic Integration.

string

Import ID

Account ID you would like imported into ScheduleInterpreter

string

Account type

Type of account (example: medical, legal, education etc.)

string

Phone

Phone number of the account

string

Fax

Fax number of the account

string

Notes

Notes for the account

text

Use attached accounts.xlsx and timezones.xlsx templates to prepare your data for import.