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  1. Click the "Administration" link
  2. Click "Data Management" to expand the menu
  3. Click on "Import New Demographic"
  4. Click "Browse" and Browse for the local file to import
  5. Keep the option selected "Match Providers in database by first and last names (Recommended)"
  6. Click "Import (CMS spec 4.0) button

Failure Steps:

  1. failure result: The labs and or documents are not opened/displayed for signing and saving (editing)

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