importing clients

Importing Clients

A spreadsheet can be used to import clients with the Import option under the Setting main menu option. The system looks at the first line in the spreadsheet to determine the contents of each column of information, so the order of the columns is not important. Certain columns must exist before new clients are added. The system remembers the “external” ID number of the client, so if that ID number column is included in subsequent imports then there is no minimum amount of required information. When a column type says that a string list is expected, it means that you can list multiple items separated by semicolons (preferably) or commas.

Name

Type

Generic Client

Milan Patient

ID

integer

ID

Id

Is Active

string: Yes, No

IsActive

N/A (Admitted and Discharged used if exists)

Validation

string: None, Minimal, Warn, Full

Validation

ChartFull

First Name

string

FirstName

Name

Middle Name

string

MiddleName

Name

Last Name

string

LastName

Name

Suffix

string: Jr/Sr/II/III/IV

Suffix

Name

Lead Provider

string: CC User Name

LeadProvider

QATherapist

Maiden Name

string

MaidenName

N/A

Alternate ID

string

AltID

RName

Gender

string: Male, Female

Gender

Gender

Phone

string

Phone

Phone

Email

string

Email

N/A

Address 1

string

Addr1

Address

Address 2

string

Addr2

Address

City

string

City

Address

State

string

State

Address

Zip

string

Zip

Address

Comments

string

Comments

Comments

SSN

string

SSN

SSN

Birth Date

date: MM/DD/YYYY

BirthDate

DOB

Payer

string

Payer

Payor

Client ID

string

ClientID

PayorID

Races

string list:American Indian, Asian, Black, Pacific Islander, White, Hispanic

RaceList

Race

Programs

string list: CC Program Names

ProgramList

N/A

Facilities

string list: CC Facility Names

FacilityList

N/A

Users

string list: CC User Names

UserList

N/A