May 20, 2024
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To export the custom PDI template, follow these instructions:
- Log into CAREWare.
- Click Administrative Options.
- Click Data Import and Export Features.
- Click Provider Data Export.
- Click New Export.
- Click Edit Custom Fields.
- Click Apply Template.
- Click the Template to highlight it.
- Click Append Template Fields or Replace With Template Fields.
- Click Save.
Once these custom fields are activated for a custom field template, data for those fields can be imported using a custom PDI template.