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- Click the "Administration" link
- Click "Data Management" to expand the menu
- Click on "Import New Demographic"
- Click "Browse" and Browse for the local file to import
- Keep the option selected "Match Providers in database by first and last names (Recommended)"
- Click "Import (CMS spec 4.0) button
Failure Steps:
- failure result: The labs and or documents are not opened/displayed for signing and saving (editing)
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