1. Search the client
2. Click on the + sign to expand the information section

Follow the prompts native to your operating system when searching for and selecting the file

An Import Job can only be canceled if it has not been successfully processed

There are many different statuses that an Import Job can have:

• Complete means the system has successfully created or updated patients and identified any errors or exceptions that prevented a patient from getting created or updated.
• Canceled means the import job has been canceled and the list was never imported.
• Processing means that the system is looking at all of the patients in the list to identify which patients will be created or updated.
• Waiting means the system is waiting for the file to complete uploading.
• Error means that there was an issue uploading the file or there is a fundamental issue with the file that was uploaded. For example, the lists file type was incorrect, there are fields missing from the list, etc.
• To sort the order of the lists, use the up and down arrows next to the headers to go to either ascending or descending order.
  You can also use the Search box to find keywords or numbers within each section. (For example, 100% in Users Imported, 408 in ID, New Census in File)

1. The file in the File section is where you can download the exact copy of the file you imported
2. The file in the Results section is where you can view any exceptions