What is the minimum information I need to provide to get client and staff member data loaded into my new imPowr instance

This article will identify the minimum information required for Continual Care Solutions to load your clients and or staff members.

The following information should be provided as separate columns in a
spreadsheet.

Staff Members

The minimum required staff member fields are:

• Last Name
• First Name
• Account Type (Staff Member)
• Gender
• Address 1
• Address 2 (if there is an address overflow, or also used for units or apartments)
• City
• State / Province
• Zip / Postal Code
• Country
• Phone
• Email
• Position/Role/Title
• Supervisor Last Name
• Supervisor First Name

##### Other desired but optional staff member fields are:

• Salutation (if a professional)
• Middle Name or initial
• Preferred Name (example, their name might be Stephan, but they prefer to be called Steve)
• Login Name
• County
• Mobile Phone
• Personal Email
• Employee ID#
• Employee Hire Date

Clients

The minimum required client fields are:

• Last Name
• First Name
• Account Type (**Client (Independent) **or Client (Dependent)) (dependents are identified as clients who are children)
• Gender
• Address 1
• Address 2 (if there is an address overflow, or also used for units or apartments)
• City
• State / Province
• Zip / Postal Code
• Country
• Phone
• Email

Other desired but optional client fields are:

• Salutation (if a professional)
• Middle Name or initial
• Preferred Name (example, their name might be Stephan, but they prefer to be called Steve)
• Date of Birth
• Login Name
• Case Manager
• County
• Mobile Phone
• Personal Email
• Primary Language
• SSN
• Race
• Ethnicity
• Care Resources - Providers
• Care Resources - Provider role
• Insurance Company Name
• Insurance Company Policy Number