Full Health provides a default CSV template for importing participant data to contracts. Additionally, you can create customized CSV templates to align with the specific data needs of your contracts.
Before you get started
- Review existing properties to see if they meet your needs.
- Create custom properties if required.
How to create a new CSV template
- From the top bar click on More > select Contract Management from the drop down menu.
- From the left side bar select CSV Templates > select New CSV Template.
- Add the details of your template:
- Name: Give your template a name.
- Description: It is optional to add a description; however, this may be helpful to your internal process.
- Assign the appropriate property to CSV columns, adding additional required columns.
- Click Create.
How to edit an existing template
- From the top bar click on More > select Contract Management from the drop down menu.
- From the left side bar select CSV Templates.
- To the right of the template name, click on the three dot menu > select Edit.
- Make your required additions or amendments > click Update.
How to duplicate an existing CSV template
You have the option to duplicate an existing CSV template to serve as a foundation for a new template. Duplicating a template will not impact the original CSV template.- From the top bar click on More > select Contract Management from the drop down menu.
- From the left side bar select CSV Templates.
- To the right of the template name, click on the three dot menu > select Duplicate.
- The duplicate CSV template will have copy appended to the template name.
- Proceed to edit and rename the duplicate to meet your requirements.
How to delete a CSV template
- From the top bar click on More > select Contract Management from the drop down menu.
- From the left side bar select CSV Templates.
- To the right of the template name, click on the three dot menu > select Delete.
- In the dialog box > click Yes, delete.