This template can be used to create multiple service providers along with their license/credential information at once.
Note: Only use this upload for individuals that will not be logging into CPSE Portal. If you need them to log in, use the Invitation Process here
template and enter in the information of the providers you would like to create.
The columns are
- First Name (required)
- Last Name (required)
- Provider Specific ID - ID to link therapist to another system when NPI isn't present
- Profession Code (required) - use one of the values below
The following fields are only required for professionals that are licensed through the NYS Office of Professions (OT, PT, SLP, etc.) For professionals that do not have a NY license (teachers, etc.), leave the columns blank.
- NY License - For professionals that do not have a NY license (teachers, etc.), leave the column blank.
- License From Date - Effective Starting Date of the license
- License To Date - Expiration Date of the license
The list of profession codes that can be used:
|Classroom or 1:1 AIDE
|Clinical First Year
|Certified Occupational Therapist Assistant
|Certified School Psychologist
|Clinical Social Worker
|Licensed Clinical Social Worker
|Licensed Master Social Worker
|Licensed Practical Nurse
|Occupational Therapist (Registered)
|Occupational Therapist Assistant
|Physical Therapist Assistant
|Speech & Language Pathologist
|Special Education Teacher
|Teacher of the Deaf
|Teacher of Speech & Hearing Handicapped
|Teacher of Speech & Language Disabilities
|Teacher of the Visually Impaired