Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

See also: Set up multiple patient records

When you start using PKB it is useful to set up accounts for all of the professionals in your team at once. You can create them quickly by uploading a spreadsheet in CSV format. You can create the spreadsheet by using data from an export of your professional list from internal database if one is available.

Once you have uploaded the CSV file, your professionals will be sent an email to register for their accounts.

How to

  1. Use the Add many professionals file and fill out the details for each professional.

  2. Make sure to save as a CSV file (not Excel format, even if you are using Excel to edit the CSV file).

  3. Log in as a Co-ordinator.

  4. Click 'Professionals'.

  5. Click 'Add many professionals'.

  6. Upload your .CSV file.

  7. Click 'Register Professionals'

...