This article explains how to update donor data for an existing case and what to expect when the data is replaced.
Updating Donor Data
Open the case you want to update.
Below the case tasks, select Update Donor Data.
Choose one of the following import options:
PDF
Existing Donor
UNOS
Click Update to save the changes.
Using UNOS℠ to Update Donor Data
When selecting UNOS:
If needed, click the connector icon to enter your login credentials for UNet or DonorNet.
Enter the UNOS ID you want to import.
Select Update to save the changes.
Important Notes
Updating donor data replaces existing case values with newly imported data.
Imported data is applied to the relevant workflow fields.
Available import options depend on your organization’s plan and configuration.
The UNOS integration requires a successful login to retrieve data.