Generic Referral Intake Excel File

Attached to this article is the standard Generic Referral Intake Excel File used as a starting point for single client imports.  When it is accessed from the Import tool under the Utilities menu the PIMSY system will pull data from this file and use it to create new clients in the system. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk