Note: Do not change the order of the columns, or insert new columns into the spreadsheet. Doing so will make the sheet unable to be imported.
Right-click the column headers for the CPT and NDC columns and select Format Cells to set the cell format to Text to prevent MS Excel from stripping leading zeros.
Enter the manufacturer name into the Manufacturer column of the spreadsheet.
Enter the drug description into the Inventory Description column of the spreadsheet.
Enter a valid CPT code that does not exceed 13 characters into the CPT column of the spreadsheet.
Enter the 11-digit (5-4-2 format) NDC into the NDC column of the spreadsheet. NDC must be 11 digits.
Enter the lot number into the Lot column of the spreadsheet.
Enter a whole number into the QTY column of the spreadsheet.
Enter the expiration date into the Exp. Date column of the spreadsheet. Dates may be entered as YYYYMMDD or MM/DD/YYYY. YYYYMMDD is preferred.
Enter the main location name into the Location column of the spreadsheet.
Note: Location must match the location name in Location Master exactly.
If sub-locations are enabled for your practice or enterprise, and your practice uses sub-locations, enter the sub-location in the Sub-Location column of the spreadsheet. The sub-location entry must match exactly what has been configured for sub-locations in your practice/enterprise.
Enter the source type in the Source column of the spreadsheet. The source name must match exactly to what has been configured for immunization source types.
If the immunization is multi-dose, enter the letter M in the Dose Type column. Otherwise, leave the column blank.
Repeat steps 3-13 to enter all immunization inventory in the spreadsheet.
