As a planner, you can assign certifications and skills to multiple healthcare providers at once by using an Excel template.
Download the preconfigured Excel template, complete it outside of the Petal application, and then import it to update all qualifications for healthcare providers in bulk.
Important: Importing the Excel template overrides all existing skill and certification assignments for the healthcare providers in the Excel template. Before uploading the Excel template, ensure that each healthcare provider has the necessary assigned qualifications, not only the ones you are changing. Healthcare providers who are not included in the Excel template are not affected.
- In the side menu, select Scheduling
.
- Select Professional qualifications. The Qualification assignment page appears.
- Select the Qualification assignment tab.
- Select Bulk assign qualifications. The Bulk assign qualifications window appears.
- To download an Excel template for your institution, select Download Excel template. The system generates an Excel file for your institution.
The downloaded Excel workbook contains reference worksheets and one worksheet for entering qualification assignments. Use the reference worksheets to look up valid practitioners, skills, and certifications. Complete only the Template Users Mass Import worksheet before uploading the Excel template. - In the Excel template, select the Template Users Mass Import worksheet.
- Enter qualification information for each healthcare provider.
Each row in the Excel template represents one qualification for one healthcare provider. A single practitioner can appear on multiple rows if he or she holds multiple qualifications. The Excel template can contain up to 1,000 practitioner rows and it must not exceed 5 MB. - To upload the completed Excel template, return to the Bulk assign qualifications window and then select Choose file.
- Select Import qualifications. The imported qualification assignments appear on the Qualification assignment page.