The following article outlines the file and specifications for created new units in bulk.
Please download the sample unit file template at the bottom of this web page.
In addition, if you are using a corporate dashboard, make sure to add it to your view based dashboard (How Do I Create A New Corporate Dashboard View?) or Hierarchy Dash (Create a Hierarchy File).
If your organization has expiring license notification emails set up for your team members, please reach out to support to ensure that they will be applied to your new facility.
The following identifies all required and optional fields:
|
Column |
Notes |
|
Org_id |
Required: This numerical ID is assigned by Passport automatically and identifies the specific organization the facility will be added to. |
|
Facility Integration ID |
Required: Every unit is assigned to a specific facility. This field requires the client specified identifier that was selected to be used for each facility. |
|
Unit Integration ID |
Required: The unique identifier for a unit. This selection will be what is referenced on the Provider File to indicate the unit that a provider belongs to. |
|
Unit Name |
Required: The visible Unit name for the unit. This selection will be what users will see when logging into Passport, and when exporting reports from Passport |
|
Invitation Code |
Optional: Used only if client is using the software configuration for inviting individual healthcare employees to the application for the purposes of adding their personal credentials. This software selection would be identified during contract and onboarding processes. |
|
State |
Optional: Two digit state abbreviation. Only needed when the unit needs to be identified with a different state than the facility. |
|
delete |
Optional: Used when a client needs to bulk delete units from a facility.
The lowercase value “delete” can be specified to indicate a deletion of the unit. Units can only be deleted once all the providers have been removed from them. This will likely be used during major configuration changes.
Ex: delete |
Download the sample file below