2. Changes from Version 4.0

Version 4.1 introduces the recording of sites within a Provider Organisation.

A Sites has been added to the Provider Organisation record where the sites of a Provider Organisation can be defined.

A Service Contact Site field has been added to the Service Contact record to record at which site the service contact took place.

2.1. Steps required to upgrade to Version 4.1 uploads

1. Upgrade your Client Management System to export files in the new Version 4.1 format which adds a ‘sites’ column to the Provider Organisation worksheet and a ‘service_contact_site’ column to the Service Contact worksheet.

2.2. Changes from Version 2

Please refer to Changes and Upgrading from Version 2.