Steps for saving an excel file as a csv file

Creation date: 2/13/2019 10:59 AM    Updated: 2/2/2022 2:54 PM
1.Save the data file as an Excel workbook once all of the information is correct
2. Click "Save as" and select CSV (Comma delimited) to save the excel file as a CSV file 


3.On the portal, please select the CSV file to upload it onto the portal


Helpful tips if you receive errors: 
-You may need to delete the top (header) row. 
-If you receive any warnings, try copying and pasting the file onto the measure template, which is located on the resources tab in the data portal.
-Warnings will not prevent your file from being submitted.  Warnings are intended as an FYI to check and make sure the data is accurate.  If a patient is not numerator compliant, the portal will create a warning to make sure this is correct.  

If the encoding for the CSV file is UTF-8 BOT of ANSI, please use the attached instructions to update the encoding to UTF-8. Please do not save the file as CSV UTF-8. 
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