Patient

To complete the Patient_ claim:

  1. Open the Patient_ Excel spread sheet and record the following information in the red mandatory columns:
    • NHS Number
    • Date of Birth
    • Post code
    • Forename
    • Surname

    Patient Excel Claim

  2. Before saving the file, delete the red row by Right clicking on the row and selecting Delete.
  3. To save the file, select Save As and type a name for the CSV file which must begin with Patient_, for example Patient_January and change the file type to CSV.
  4. Choose a location to save the file and click Save.