Patient Lead Import Review |
  
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The PATIENT LEAD IMPORT REVIEW is designed to provide an exportable list of Patient's Leads who were imported into Manage (from configured API updates only) that meet the selection criteria.
The screen prompts are:
LOCATION - Select to for for <ALL> select <SEL> or an individual location.
FROM IMPORTED DATE - Select the "starting date" for when imports occurred.
TO IMPORTED DATE - Select the "to date" for when the imports occurred.
Click CONTINUE to run the review.
Results are presented on screen and hitting the EXCEL icon will export the results to an excel file.
Click EXIT to close the window.