Bulk Referral Upload

Upload entire referral spreadsheets to the shared database

Important: If facility names aren't saving correctly, run the migration script:scripts/004_add_facility_name_column.sql

Upload Referral Spreadsheet

Select a CSV file containing referral data and specify the facility name

Facility Name *

This name will be used to identify the facility in the shared database

CSV File *

Select a CSV file with referral data. The file should include headers in the first row.

Instructions

First row should contain column headers
Common headers: Campus, Date, Referral Submitted By, Territory, Prospect Name, etc.
Each subsequent row represents one referral record

Note: Once uploaded, all users will be able to access and analyze this facility's data through the AI assistant.