How to import participants and roster of care information from an Excel file.

Import a Roster

1. In order to, import your data via an Excel file, click on the “Import Data” button either in the 'Participants' or the 'Roster of Care' page.

2. Download the sample Excel file to get a reference for the compatible file. To ensure that quickclaim maps your data appropriately,  you will need to use our sample Excel file or ensure that the column headings are identical to those of the sample Excel file.
   
   In order for your Excel File to be read by the quickclaim system, the column headers and sheet names in your file must be identical to the column headers and sheet names in the sample Excel file. The order of the column does not affect the outcome.

3. Once your Excel file is ready, upload it by clicking anywhere inside the green box in the pop-up window. After the file has been uploaded, click on "Submit" to complete the process.

4. You will now be taken to the 'Excel Review Results' page, where you will be provided with information such as total records, valid records and errors that were recorded during the upload.

5. To finalise the importing of the data, you will need to select "Continue with the Import"' button and to cancel the import, select 'Exit' and restart the process if required. 

Export (selected or all)

1. To export all the data in Roster of Care, click on the “Export all” button.

2. If you want to export selected rows, use the checkbox in each row to select them and then click on the “Export Selected” button.