Sub-accounts Import

Sub-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

Main account name

Name of the main account the sub-account belongs to

string

Name

Name of the sub-account

string

Street

Street address of the sub-account

string

City

City of the sub-account

string

State

State or province of the sub-account

string

Time zone

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

string

Zip code

Zip or postal code of the sub-account

string

Country

Country of the sub-account

string

Epic ID

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

string

Import ID

Sub-account ID you would like imported into ScheduleInterpreter.

string

Account type

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

string

Phone

Phone number of the sub-account

string

Fax

Fax number of the sub-account.

string

Notes

Notes for the sub-account

text

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