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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 (a)
Failure Steps:
- failure result: The labs and or documents are not opened/displayed for signing and saving (editing)
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- expected result: Inbox functionality is working as expected
- the document demographic import file has been uploaded to the inbox for the selected provider
- the lab has been uploaded to the inbox for the selected provider
- The eChart for the selected demographic contains the records (document and labs) that have been matched to their record. The document and lab are visible and accessible from the demographic eChartimported successfully into OSCAR. All of the data in the import record is reflected in the demographic eChart and Master Record
Alternate Flows:
N/A
Special Requirements/Notes:
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