Importing Preceptors

1. From the left-hand menu, use the drop-down to select the Rotation Period and Provider. The selected rotation period will be applied across all modules and screens.

2. From the left navigation menu, click Provider Details, then select Preceptors.

3. On the Manage Preceptors screen, click + Add and select Import Preceptors.

4.  For your first import, download the template file, enter the preceptor details, then save the completed file to your computer.

5. Upload the file by clicking Upload or by dragging and dropping it into the Drop file here box.

6. Verify that the preceptor data was imported correctly.

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