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