CSV Data Imports

Account Manager Hours Data

With this import feature, you can effortlessly include the time you or your team invest in business development or customer account management tasks. Following the import, this data is exclusively visible when generating a report.

Coaching Sessions

This import function simplifies adding information about provider sessions to a case within the Client Files Module, utilizing the Client File’s Authorization number as a reference.

Client File Import

This import feature is specifically designed for adding client data to EAP Client Files and Life Balance Files within the Client Files Module.

Import Provider in Group Practice

With this import, you can add provider information through three types of CSV files:

1. Group Practice CSV File

2. Provider in Private Practice or Provider Counselor CSV File

3. Office Location CSV File

The data uploaded will be stored in the Clinical Resources Module.

Send Bulk Survey

This import feature is specifically designed for sending surveys in bulk, and it's important to note that the data from this import is not permanently stored in EAP Expert Cloud.

Organization Alias Data

This import function is tailored to incorporate alias names for client companies. The data brought in will be displayed in the Organization/Groups Module and can be seamlessly linked when entering an organization name in various file types.

Better Help Session

This import creates provider sessions from external platforms, such as BetterHelp, into a client file. Using the CSV Authorization and PaymentStatus columns, it links the session to the corresponding client file and updates the status to 'Paid' if indicated.

Call Center Data

This import feature enables the manual import of Protocall information, displaying it in the Call Center Integration. Note that this import is exclusively designed for teams with the Protocall Add-On.

Chat Bot Data

This data import incorporates chatbot information into a client company's record within the Organization/Groups Module.

Client Files Activities

This import integrates activity time into a client file seamlessly. Once imported, each activity is listed under the Sessions/Activities tab in the Client Files Module.

Client File Received Consent Forms

The import allows efficient bulk updates to the ‘Consent’ field within each included case under the Client FIles Module.

Closed File

This feature is designed to streamline bulk updates to case closing details in the Client Files Module.

Discharge Information

This Client Files Module data import is intended for bulk updates for various case fields such as Date of 1st offered appointment, Date of First Appointment, PHQ9 Assessment Score, GAD Assessment Score, PHQ9 Discharge Score, GAD7 Discharge Score, Date of Last Session, and more.

Mobile Traffic Data

This feature incorporates user data about the interactions and activities (ex., number of visits, page views, duration of visits, etc.) of users on a website or application, specifically through mobile devices, such as smartphones and tablets into a client company via the Organization/Groups Module.

Organization/Group

This data import streamlines the addition of profile information for client organizations. It has the flexibility to import data to existing clients or create a new organization within the Organization/Groups module.

Child Organization(s)/Population(s)

This import feature efficiently adds child organizations or departments affiliated with a parent organization and/or updates population numbers for covered organization members, including those with one or multiple divisions in the Organization/Groups Module.

ProviderFiles Bulk Invitation

This import feature is tailored for granting provider access and sending email invitations for Providerfiles registration. It's essential to note that the data from this import is not retained in EAP Expert Cloud permanently. Note that this import is exclusively designed for teams with the Providerfiles Add-On.

Provider Claim

This function efficiently streamlines the bulk import of provider sessions and associated payment status. The imported data is stored in the Sessions/Activities tab within the Client Files Module and accessible in the Provider Claims Module.

Provider Credential

This data import is designed to seamlessly add active licensure and/or liability insurance information to a provider's profile within the Clinical Resources Module.

Provider in Private Practice(s)

With this import option, you can seamlessly add or update information for Providers in Private Practice within the Clinical Resources tab of the system.

Web Traffic Data

This data import is utilized to incorporate web traffic data for users of client companies, encompassing information such as date, web page name, and traffic count. The collected data is stored within the Organization/Groups Module for each company included in the import.

Rollover Files

This data import tool is specifically designed for EAP and SAP client files. Its function is to locate and copy specific authorizations, creating a duplicate of the client file linked to that authorization.