This option is for HQ offices that use Remittance, and occasionally need to update a list of Appointment changes.
NOTE: There is also a setting in Security to limit access to this tool.
1. To use this feature, Export Appointments.
2. Choose the appropriate Filters for the export.
Click Export to create the .xlsx file or click Cancel to return the Remittance Home page.
TIP: Export two copies, one for making changes, and one to use if you need to revert back to the current settings.
CAUTON: Only make changes for the import on the following 3 fields:
•Alternate Contact 1
•Alternate Contact 2
•Preferred aka Primary email address
NOTE: The program uses the Alternate Contacts' record number during the import.
When you have updated the exported file, then proceed to Import Appointments.