Import Templates Guide

Updated February 05, 2025 22:58

The tables below detail the specific data variables collected in each ImportTools template, along with notes on how each should be formatted. Those variables with a red asterisk (*) next to them are required.

When filling in any of import template spreadsheets with the data to be imported into AWARDS, keep in mind the following important guidelines:

Leave the header row of the spreadsheet with the column names in it as is; it is a required part of the import file.
Remember to periodically save your work. While you may change the file name when doing so, be sure to continue using the original .XLSX extension (until directed otherwise in the Validation and Import Process).
Do NOT delete any columns from the import template, even if the corresponding data is not required or applicable to the program in question.
Enter data carefully and thoughtfully. Editing and cleaning up the data on the import spreadsheet is much more time-efficient than doing so after that data is imported into AWARDS.

Client Identifiers

Record one row of data for each identifier. If a client has multiple identifiers, there must be a separate row for each.

Data Variables	Notes
Client Identifier *	9-digit AWARDS ID.
Unique Identifier *	Must be entered EXACTLY as configured in AWARDS.
ID Number *	Accepts alphanumeric values.

Client Roster

Record one row of data for each client in a single program. If a client is currently enrolled in multiple programs, there must be a separate row for each enrollment. All demographic data in each of those separate rows should identical; otherwise AWARDS will not know to create a single Client ID for that individual, as it should.

Data Variables	Notes
TABS Program ID	9-digit AWARDS ID.
TABS Admission ID/UUID
First Name *	Full name. First letter capitalized, remaining in lowercase.
Middle Name	Full name. First letter capitalized, remaining in lowercase.
Last Name *	Full name. First letter capitalized, remaining in lowercase.
Birthday *	MM/DD/YYYY format.
SSN *	999-99-9999 format.
Gender Identity *	Male, female, trans-male, trans-female, or any other value allowed in AWARDS (exactly as configured).
Admission Date *	MM/DD/YYYY format.
Program Name *	Must be entered EXACTLY as configured in AWARDS.
Race	Must be entered EXACTLY as configured in AWARDS. For HMIS programs separate multiple values with a semi-colon (;) and no spaces.
Ethnicity	Must be entered EXACTLY as configured in AWARDS.
Primary Language	Must be entered EXACTLY as configured in AWARDS.
Education Level	Must be entered EXACTLY as configured in AWARDS. Not imported for HMIS programs.
Street Address *	For residential programs only.
Apt # *	For residential programs only. Number/letter without "Apt."
City *	Required for residential programs only.
State *	Required for residential programs only.
Zip *	Required for residential programs only.
Phone Number *	Required for residential programs only. (123) 456-7890, (123) 456-7890 x123, or 1234567890 format.
Discharge Date	If applicable. MM/DD/YYYY format.

Contact Log

Record one row of data for each supportive services checklist contact record. If a client has multiple records, there must be a separate row for each. Conflicting records (those where contact start time and duration indicate an overlap with an existing record) cannot be imported. Records with the same date, time, and client as an existing record will be imported but appended to the existing record rather than added as a new record.

Data Variables	Notes
Client ID *	9-digit AWARDS ID.
Program Name *	Must be entered EXACTLY as configured in AWARDS.
Employee ID *	AWARDS employee ID. Can be pulled from the Employees ReportBuilder in the Human Resources module or from the DataBridge.
Contact Date *	MM/DD/YYYY format. Must be within the program history episode for the client in the specified program.
Contact Time *	HH: MM AM/PM format.
Contact Location	A valid location entered EXACTLY as configured in AWARDS.
Contact Duration *	In minutes; for example, a duration of 1 hour 20 minutes would be 80 here.
Face to Face	Yes or No.
Primary Prob. Area	A valid service type entered EXACTLY as configured in AWARDS.
Service *	A valid service type entered EXACTLY as configured in AWARDS.
Unit
Detail
Cost
Funding Source	Must be entered EXACTLY as configured in AWARDS.
End Date	MM/DD/YYYY format. Must be within the program history episode for the client in the specified program.

Diagnoses

Record one row of data for each diagnosis. if a client has multiple diagnoses, there must be a separate row for each.

Data Variables	Notes
Client ID *	9-digit AWARDS ID. Only required if an Identifier ID and Identifier Type are not specified.
Identifier ID *	An ID number as entered under Entitlements > Client Identifiers in AWARDS. Only required if a Client ID is not specified. When an Identifier ID is specified, a valued Identifier Type must also be entered.
Identifier Type *	A valid identifier type corresponding to the Identifier ID and entered EXACTLY as configured under Entitlements > Client Identifiers in AWARDS. Only required if a Client ID is not specified. When an Identifier Type is specified, a valid Identifier ID must also be entered.
Diagnosis Date *	MM/DD/YYYY format. Future dates are not allowed.
Onset Date	MM/DD/YYYY format. Future dates are not allowed.
End Date	MM/DD/YYYY format. Future dates are not allowed.
Condition *	Accepts alphanumeric values.
ICD-10 Code	Accepts alphanumeric values.
Diagnosed By	AWARDS employee ID of a staff member who meets one of the following criteria (when one or both optional features are turned on in your AWARDS database): - Has the "List as Prescribing/Diagnosing Physician" permission - Is specified as an "Eligible Provider" under Human Resources > Credentials The ID number can be pulled from the Employees ReportBuilder in the Human Resources module, or from the DataBridge.
Order Level	One of the following values EXACTLY as listed here: Primary Secondary Tertiary
Comments	Accepts alphanumeric values.
Import Action *	Enter one of the following values EXACTLY as listed here: Update Insert The "Update" action should be used when making changes to an existing diagnosis record. The "Insert" action is only used when creating a new diagnosis record that does not already exist in AWARDS. When using this action, only records with an "ICD-10" Code Set are accepted.

Employees

Record one row of data for each employee. Because the work supervisor component of the import requires the supervisors to exist in AWARDS already, employee imports should be done in groups, hierarchically, starting with the top of the organization chart and working down.

Data Variables	Notes
First Name *	Full name. First letter capitalized, remaining in lowercase.
Middle Name	Full name. First letter capitalized, remaining in lowercase. Required only if your AWARDS database is configured to require a value during Staff Information record data entry in the Human Resources module
Last Name *	Full name. First letter capitalized, remaining in lowercase.
Job Title *
Job Title Start *	MM/DD/YYYY format. If the date is unknown, enter 99/99/9999.
Hire Date *	MM/DD/YYYY format. If the date is unknown, enter 99/99/9999.
Payroll Group *	One of the following values EXACTLY as listed here: Full Time Part Time w/ Benefits Part Time w/o Benefits Per Diem Consultant TEP Program On Leave VISTA Intern Volunteer
Work Supervisor *	Must EXACTLY match the Firstname Lastname of an existing employee in AWARDS, or be Self.
Hours/Week *	Accepts whole numbers and decimal values.
SSN *	999-99-9999 or 999999999 format.
Birthday	MM/DD/YYYY format. If the date is unknown enter 99/99/9999.
Marital	One of the following values EXACTLY as listed here: Single Married Common Law Divorced Remarried Widow(er)
Gender	One of the following values EXACTLY as listed here: Male Female Required only if your AWARDS database is configured to require a value during Staff Information record data entry in the Human Resources module.
Ethnicity	One of the following values EXACTLY as listed here: Euro American Native American Asian American African American Multi Ethnic Latin American Other Ancestry Required only if your AWARDS database is configured to require a value during Staff Information record data entry in the Human Resources module.
Street Address	Required only if your AWARDS database is configured to require a value during Staff Information record data entry in the Human Resources module.
City	Required only if your AWARDS database is configured to require a value during Staff Information record data entry in the Human Resources module.
State	Required only if your AWARDS database is configured to require a value during Staff Information record data entry in the Human Resources module.
Zip	99999 or 99999-9999 format. Required only if your AWARDS database is configured to require a value during Staff Information record data entry in the Human Resources module.
Home Phone Number	(123) 456-7890, (123) 456-7890 x123, or 1234567890 format. Required only if your AWARDS database is configured to require a value during Staff Information record data entry in the Human Resources module.
Division
Work Email *	Must be a valid email format; for example, email@domain.com
Username	Required when creating new system logins. Valid usernames: - Must be unique - Must be between 4 and 48 letters/numbers - Must not be Root or begin with foot, which are reserved - Must only contain letters or numbers
Password	Required when creating new system logins. Valid passwords: - Must be between 12-64 characters - Contain letters and numbers - Contain special characters - Contains upper and lower case letters - Must be different from previous 3 passwords
User Group	Required when creating new system logins. Must be entered EXACTLY as configured in AWARDS.
Credential Name	Must be entered EXACTLY as configured in AWARDS. Separate multiple values with a comma and no spaces.
Credential ID	Separate multiple values with a comma and no spaces.
Credential Effective Date	MM/DD/YYYY format. If the date is unknown, enter 99/99/9999. Separate multiple values with a comma and no spaces. Applicable only if your AWARDS database is configured to collect expiration dates for credentials in the Human Resources module.
Credential Expiration Date	MM/DD/YYYY format. If the date is unknown, enter 99/99/9999. Separate multiple values with a comma and no spaces. Applicable only if your AWARDS database is configured to collect expiration dates for credentials in the Human Resources module.
External Employee ID Number	Applicable only if your AWARDS database is configured to collect this information in the Human Resources module's Staff Information feature.

Entitlements

Record one row of data for each entitlement. If a client has multiple entitlements, there must be a separate row for each.

Data Variables	Notes
Client ID *	9-digit AWARDS ID. Only required if an Identifier ID and Identifier Type are not specified.
Program Name *	Must be entered EXACTLY as configured in AWARDS.
Entitlement Name *	Must be entered EXACTLY as configured in AWARDS.
ID Number
Identifier ID *	An ID number as entered under Entitlements > Client Identifiers in AWARDS. Only required if a Client ID is not specified. When an Identifier ID is specified, a valid Identifier Type must also be entered.
Identifier Type *	A valid identifier type corresponding to the Identifier ID and entered EXACTLY as configured under Entitlements > Client Identifiers in AWARDS. Only required if a Client ID is not specified. When an Identifier Type is specified, a valid Identifier ID must also be entered.
Effective Date *	MM/DD/YYYY format.
Effective Estimated	Yes or No.
Expiration Date	MM/DD/YYYY format.
Expires Estimated	Yes or No.
Medicare Client ID	Accepts alphanumeric values. Leave blank unless the entitlement is Medicare Part D.
Medicare Group ID	Accepts alphanumeric values. Leave blank unless the entitlement is Medicare Part D.
Medicare BIN #	Accepts alphanumeric values. Leave blank unless the entitlement is Medicare Part D.
Medicare Rx ID	Accepts alphanumeric values. Leave blank unless the entitlement is Medicare Part D.
Comments	Reserved for future use. Leave blank.

Hospitals

Record one row of data for each hospital/facility.

Data Variables	Notes
Facility Name *	Accepts alphanumeric values.
Address	Accepts alphanumeric values.
City	Accepts alphanumeric values.
State	Must be a valid two-letter state code.
Zip	99999 or 99999-9999 format, or a 6-character Canadian postal code.
Phone	(123) 456-7890, (123) 456-7890 x123, or 1234567890 format.
Fax	(123) 456-7890, (123) 456-7890 x123, or 1234567890 format.
Email	xxxx@xxxx.xxx format.

Hospitalization Episodes

Record one row of data for each hospitalization. If a client has multiple hospitalization episodes, there must be a separate row for each.

Data Variables	Notes
Client ID *	9-digit AWARDS ID. Only required if an Identifier ID and Identifier Type are not specified.
Identifier ID *	An ID number as entered under Entitlements > Client Identifiers in AWARDS. Only required if a Client ID is not specified. When an Identifier ID is specified, a valid Identifier Type must also be entered.
Identifier Type *	A valid identifier type corresponding to the Identifier ID and entered EXACTLY as configured under Entitlements > Client Identifiers in AWARDS. Only required if a Client ID is not specified. When an Identifier Type is specified, a valid Identifier ID must also be entered.
Facility Name *	Must be entered EXACTLY as configured in AWARDS under Hospital > Hospitals List.
Facility Address	Must be entered EXACTLY as configured in AWARDS under Hospital > Hospitals List for the specified Facility Name.
Treatment *	A valid treatment entered EXACTLY as configured in AWARDS.
Admission Date *	MM/DD/YYYY format. Future dates are not allowed.
Discharge Date	MM/DD/YYYY format. Future dates are not allowed.
Reason / Outcome *	A valid reason/outcome entered EXACTLY as configured in AWARDS. Leave blank unless your database is configured to include the optional Reason/Outcome selection as part of your hospitalization episode records, in which case a value is required.
Comments/Notes	Reserved for future use. Leave blank.

Incidents

Record one row of data for each incident. Basic requirements are noted below; however, any other values configured to be required in AWARDS incident records are also required in import file.

Data Variables	Notes
CRUDOperation	Insert, Update, or Upsert. If left blank the record is inserted. When "Insert" is specified, the expectation is that the incoming AWARDS Incident ID is blank or not already in AWARDS - inserts a new AWARDS record. When "Update" is specified, the expectation is that the incoming AWARDS ID is found in AWARDS - updates the associated record. When "Upsert" is specified, a new record is inserted if the incoming AWARDS Incident ID is blank or not found; otherwise, the associated record is updated.
Program Name *	Must be entered EXACTLY as configured in AWARDS.
Report By
Internal ID
AWARDS Incident ID	Required if updating existing incidents.
Incident Date *	mm/dd/yyyy format.
Incident Time	HH:MM AM/PM format.
Incident Location *	Must be entered EXACTLY as configured in AWARDS.
Incident Type	Must be entered EXACTLY as configured in AWARDS.
Participants (Clients)	AWARDS ID. Separate multiple values with commas. A value must be specified for at least one of the "Participant" options.
Participants (Employees)	Employee ID. Separate multiple values with commas. A value must be specified for at least one of the "Participant" options.
Participants (Others)	First and last name. Separate multiple names with commas. A value must be specified for at least one of the "Participant" options.
Witness: Name	Additional witnesses can be specified by adding columns with the numerical sequence - "Witness2: Name" for instance. When a value is specified, all other witness values/columns are required.
Witness: Category	Required if "Witness: Name" is specified.
Witness: Badge	Required if "Witness: Name" is specified.
911 Responder: Name	Additional responders can be specified by adding columns with the numerical sequence - "911 Responder2: Name" for instance. When a value is specified, all other responder values/columns are required.
911 Responder: Category	Required if "911 Responder: Name" is specified.
911 Responder: Badge ID	Required if "911 Responder: Name" is specified.
911 Responder: Time Called	HH:MM AM/PM format. Required if "911 Responder: Name" is specified.
911 Responder: Time Arrived	HH:MM AM/PM format. Required if "911 Responder: Name" is specified.
911 Responder: Service Requested	Required if "911 Responder: Name" is specified.
911 Responder: First Aid Provided	Required if "911 Responder: Name" is specified.
Report Filed	Y or N
Notification: Persons
Notification: Agency
Notification: Date (mm/dd/yyyy)	mm/dd/yyyy format.
Notification: Time (HH:MM AM/PM)	HH:MM AM/PM format.
Internal Person Notified
Incident Description *
Apparent Causes
Immediate Measures
Results
Severity
House Number
Building ID	Accepts integer values.
Block
Boro
Lot
City
State
Zip	99999 or 99999-9999 format.

Medications

Record one row of data for each medication. If a client has multiple medications, there must be a separate row for each.

In addition to those items noted as required below, additional requirements may be in effect based on how medication records are configured in your AWARDS database.

Data Variables	Notes
Client ID *	9-digit AWARDS ID. Only required if an Identifier ID and Identifier Type are not specified.
Identifier ID *	An ID number as entered under Entitlements > Client Identifiers in AWARDS. Only required if a Client ID is not specified. When an Identifier ID is specified, a valid Identifier Type must also be entered.
Identifier Type *	A valid identifier type corresponding to the Identifier ID and entered EXACTLY as configured under Entitlements > Client Identifiers in AWARDS. Only required if a Client ID is not specified. When an Identifier Type is specified, a valid Identifier ID must also be entered.
Medication Name *	Accepts alphanumeric values.
RxNorm
Start Date *	MM/DD/YYYY format.
End Date	MM/DD/YYYY format.
Prescribing Physician *	Last name, First name
Strength *	A whole number. Decimal values are not accepted.
Strength Unit *	Accepts alphanumeric values.
Drug Type	One of the following values EXACTLY as listed here: Branded Generic
Rx/OTC	One of the following values EXACTLY as listed here: Rx OTC
Route	One of the following values EXACTLY as listed here: Buccal Combination Dental Epidural External Implant Inhalation Injection Intra-articular Intracavernosal Intradermal Intramuscular Intraocular Intraperitoneal Intrapleural Intrathecal Intrauterine Intravenous Intravesical In Vitro Irrigation Mouth/Throat Nasal Ophthalmic Oral Otic Perfusion Rectal Subcutaneous Sublingual Transdermal Translingual Urethral Vaginal
Dosage	Accepts whole numbers and decimal values. Required unless a SIG value is provided.
Dosage Unit	Must be entered EXACTLY as configured in AWARDS.
Frequency	Accepts whole number values. Required unless a SIG value is provided. Required if a Frequency Interval is provided.
Frequency Interval	Must be entered EXACTLY as configured in AWARDS. Required if Frequency is provided.
SIG	Accepts alphanumeric values. Required unless Dosage and Frequency are provided.
Refills	Accepts whole number values.
Self Administering	Yes or No
Instructions	Accepts alphanumeric values.
Reactions	Accepts alphanumeric values.
Scheduled Times	HH:MM AM/PM format. Separate multiple values with a comma and no spaces.
Consent?	Yes or No
Consent Effective Date	MM/DD/YYYY format.
Consent Expiration Date	MM/DD/YYYY format.
Medication Details	Applicable only if your AWARDS database is configured to collect this information in Medication records. Must be entered EXACTLY as configured in AWARDS. Separate multiple values with a comma and no spaces.
Rx#	Accepts alphanumeric values.
ImportTool:Pharmacy: Pharmacy Name *	Accepts alphanumeric values.
ImportTool:Pharmacy: Pharmacy Address	Accepts alphanumeric values.
ImportTool:Pharmacy: Pharmacy City	Accepts alphanumeric values.
ImportTool:Pharmacy: Pharmacy State	Accepts alphanumeric values.
ImportTool:Pharmacy: Pharmacy Zip	99999 or 99999-9999 format.
ImportTool:Pharmacy: Pharmacy Phone	(123) 456-7890, (123) 456-7890 x123, or 1234567890 format.
ImportTool:Pharmacy: Qualifier	One of the following values EXACTLY as listed here; Bag Bottle Box Capsule Cartridge Container Drop Each Fluid Ounce Gram Gum Inhaler International Unit Kit Liter Lozenge Milligram Milliliter Million Units Mutually Defined Not Specified Pack Packet Pint Suppository Syringe Tablespoon Tablet Teaspoon Transdermal Patch Tube Unit Vial
ImportTool:Pharmacy: Total Quantity	Accepts numeric values.
ImportTool:Pharmacy: Note	Accepts alphanumeric values.
ImportTool:Pharmacy: Date Filled	MM/DD/YYYY format.
ImportTool:Pharmacy: Projected Out of Stock Date	MM/DD/YYYY format.

Procedures

Record one row of data for each procedure. If a client has multiple procedures, there must be a separate row for each.

Data Variables	Notes
Client ID *	9-digit AWARDS ID. Only required if an Identifier ID and Identifier Type are not specified.
Identifier ID *	An ID number as entered under Entitlements > Client Identifiers in AWARDS. Only required if a Client ID is not specified. When an Identifier ID is specified, a valid Identifier Type must also be entered.
Identifier Type *	A valid identifier type corresponding to the Identifier ID and entered EXACTLY as configured under Entitlements > Client Identifiers in AWARDS. Only required if a Client ID is not specified. When an Identifier Type is specified, a valid Identifier ID must also be entered.
Procedure Date *	MM/DD/YYYY format. Future dates are not allowed.
Start Time	HH:MM AM/PM format.
End Time	HH:MM AM/PM format.
Procedure *	If entered EXACTLY as configured in the checklist option in AWARDS the Code Set and Code are not required and will automatically populate in the imported procedure record with SNOMED-CT and the corresponding code, respectively.
Code Set *	SNOMED-CT or CPT (R) Not required if a Procedure has been specified EXACTLY as configured in AWARDS; in such instances the code set is automatically set to SNOMED-CT in the imported procedure record. If a Code Set is specified here, it must match the corresponding Procedure and Code.
Code *	Not required if a Procedure has been specified EXACTLY as configured in AWARDS; in such instances the corresponding code is automatically pulled into the imported procedure record. If a Code is specified here, it must match the corresponding Procedure and Code Set.
Performed By	AWARDS employee ID of a staff member who meets one of the following criteria (when one or both optional features are turned on in your AWARDS database): - Has the "List as Prescribing/Diagnosing Physician" permission - Is specified as an "Eligible Provider" under Human Resources > Credentials The ID number can be pulled from the Employees ReportBuilder in the Human Resources module or from the DataBridge.
Note	To be used only if a value has not been entered for "Performed By;" for example, in instances where the person who performed the procedure does not meet either of the two required criteria (above). Enter as Other: followed by the name of the individual who performed the procedure.
Location	This field accepts alphanumeric values and underscores.
Negation Reason	Leave blank or specify one of the following values EXACTLY as listed here: Procedure contraindicated Medical contraindication Treatment not tolerated
Comments/Notes	Reserved for future use. Leave blank.

Program

Record one row of data for each program.

Data Variables	Notes
TABS Program ID
Program Name	Accepts text values only. Must not exist in AWARDS as a program or program type.
Program Group	The program type. Must be entered EXACTLY as configured in AWARDS.
Funder	Must be entered EXACTLY as configured in AWARDS.
Division/Agency Name	Must be entered EXACTLY as configured in AWARDS.
Intake Form	One of the following values EXACTLY as listed here: Single Step Form Multi Step Form
Residential Status	One of the following values EXACTLY as listed here: Residential Non-Residential
Projected # of Units	If Residential Status is "Residential," then a whole number greater than 0 is required.
Other Program Name
Street Address	If any of the address fields contain data, all of the other address fields are required.
City	If any of the address fields contain data, all of the other address fields are required.
State	If any of the address fields contain data, all of the other address fields are required.
Zip	99999 or 99999-9999 format. If any of the address fields contain data, all of the other address fields are required.
Phone Number	(123) 456-7890, (123) 456-7890 x123, or 1234567890 format.
Fax Number	(123) 456-7890, (123) 456-7890 x123, or 1234567890 format.

Program Status

Record one row of data for each program status. If a client has multiple program statuses, there must be a separate row for each.

Data Variables	Notes
Client ID *	9-digit AWARDS ID.
Program Name *	Must be entered EXACTLY as configured in AWARDS.
Status *	Must be entered EXACTLY as configured in AWARDS. "Active" records are not imported.
Start Date *	MM/DD/YYYY format. Must be within the program history episode for the client in the specified program.
End Date	MM/DD/YYYY format. Must be within the program history episode for the client in the specified program.
Close Existing Record	Yes, no, or blank.

If a "yes" value is entered for "Close Existing Record," the import process checks for any existing program status records for the client. If it finds an active record (one without an end date), an end date is automatically entered as part of the import. The end date used is based on how the agency has configured the Program Status functionality, and may be either the same as the "Start Date" of the new record, or the day prior. For information on configuring this aspect of the Program Status functionality, please refer to the Program Status portion of the Face Sheet - Implementation Requests Form.

Referral Agencies

Record one row of data for each agency.

Data Variables	Notes
Admission Referral Source	Yes or No. "Yes" makes the imported agency available in the Intake/Admission module as a referral source agency. A "Yes" value is required if Outgoing Service Referral is set to "No."
Outgoing Service Referral	Yes or No. "Yes" makes the imported agency available in the Services - Individual module's Service Referrals feature as an agency for outgoing referrals. A "Yes" value is required if Admission Referral Source is set to "No."
Provider Agency	Leave blank. Reserved for future use.
Agency Name *	Accepts alphanumeric values.
Address	Accepts alphanumeric values.
Address 2	Accepts alphanumeric values.
City	Accepts alphanumeric values.
State	Accepts a valid state abbreviation.
Zip	99999 or 99999-9999 format, or a 6-character Canadian postal code.
Phone	(123) 456-7890, (123) 456-7890 x123, or 1234567890 format.
Status	Active or blank.

Service Referrals

Record one row of data for each service referral. if a client has multiple service referrals, there must be a separate row for each.

Data Variables	Notes
Client ID *	9-digit AWARDS ID. Only required if an Identifier ID and Identifier Type are not specified.
Identifier Type *	An ID number as entered under Entitlements > Client Identifiers in AWARDS. Only required if a Client ID is not specified. When an Identifier ID is specified, a valued Identifier Type must also be entered.
Identifier ID *	A valid identifier type corresponding to the Identifier ID, and entered EXACTLY as configured under Entitlements > Client Identifiers in AWARDS. Only required if a Client ID is not specified. When an Identifier Type is specified, a valid Identifier ID must also be entered.
Agency *	Accepts alphanumeric values. Must EXACTLY match the name of an "Outgoing Service Referral" agency within the Referral Agencies module.
Contact *	Accepts alphanumeric values in "First Name Last Name" format; for example, "John Doe." Must EXACTLY match the name of a contact for the specified Agency within the Referral Agencies module. "Unknown" is also allowed.
Referral Date *	MM/DD/YYYY format. Future dates are not allowed.
Program Name *	Must be entered EXACTLY as configured in AWARDS.
Purpose/Need *	A valid purpose/need entered EXACTLY as configured in AWARDS.
Disposition Date *	MM/DD/YYYY format. Future dates are not allowed.
Disposition Status *	A valid disposition status entered EXACTLY as configured in AWARDS.
Placement Outcome	A valid placement outcome entered EXACTLY as configured in AWARDS.
Follow-up Date	MM/DD/YYYY format. Future dates are allowed, but may not exceed five years from the import date.