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You can import patient data from another EHR system into DrCloudEHR.
To import different types of patient data, you copy the data into Microsoft Excel spreadsheets. After you enter data in a spreadsheet, you save it as a comma separated value (.csv) file. You then , and upload the file to DrCloudEHR.
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You must import patient demographics data into DrCloudEHR first. DrCloudEHR generates a Patient ID (PID) based on the EXTERNALID value you add to the file for each patient. All other data you import for a patient is associated with the Patient ID.
This topic contains the following sections:
Table of Contents
Types of Data You Can Import
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| Template | Data to Include |
|---|---|
| Import Patient Demographics | Contains patient demographic data. The numeric EXERNALID value is the identifier used in the original EHR system, and is used to generate a new Patient ID (PID) in DrCloudEHR. This template is required, and MUST be the first you import. |
| Import Patient Demographics with more layout fields | Contains additional fields, such as Oregon Health Plan ID. Do NOT import this template firstEnSoftek recommends that as a general rule, you not use this template to import data. |
| Import Master Insurance | Contains insurance company name and address data. |
| Import Insurance Data | Contains patient insurance coverage data. |
| Import Admit Information | Contains data on patient admittance to a facility or program. |
| Import Encounter Data | Contains encounter data to import from another DrCloudEHR instance. Do not use to import encounter data from other EHR vendors. |
| Import Past Clinical Notes | Contains clinical notes data for a specific patient. |
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- Medical Problem Information
- Insurance Data
- Admit Data by External ID
- Admit Data by SS Number
- Patient Demographics/Insurance/Admit
- Encounter Information
- Import Patient MOTS
- Past Clinical Notes
- DrFirst Rcopia
Verifying Column Values to Enter in Templates
The values you enter in each column in a template must match the values in the list mapped to the column. The list mapped to each column is defined in the Layouts page. If a column contains invalid values, the import will fail.
- Click the Administration tab.
- Click the Layouts tab in the left navigation bar.
- Select the page to view the layout for from the pull down menu.
- Find the field value, and then note the List mapped to the field.
In the image below, the Legal Name column maps to the Titles List.
- Click the Lists tab in the left navigation bar.
- Review the valid values in the selected list. You enter these values The value shown in the Title column is the value that must be entered in the template.
Import Data
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