Importing Demographic Data
Import patients' demographic data to Clinical if required.
Before you begin
Procedure
-
Locate and double-click the MedicalDirector Maintenance icon
on your desktop.
-
In the MedicalDirector Maintenance window, select .
-
Double-click
Import /
Export.
- (Optional) If this is the first time you have tried to access Import/Export during this session of working in MedicalDirector Maintenance, you will be prompted to select a Configuration, and enter your Username and Password.
-
In the Import/Export Wizard, click Next
to continue.
- Select Import and click Next to continue.
- In the Data Type window, select Demographic and click Next to continue.
-
In the Format window, select a file format that corresponds to
the file you want to import.
- To add a new file format before importing the associated file, click Add.
- To edit an existing file format, select it from the list and click Modify. Some file formats cannot be modified.
When adding or modifying the file format, the Format window is displayed.
- Name - Enter a name for the file format.
- Format - Select a format style, such as Comma Separated or Tab Delimited.
- File Name - Enter a name for the file. Notice that you must include a three-character file extension.
- Fields - Select which information you want to import and click Add. Click Add All to add all available fields to the Selected section.
- Use the up arrow or down arrow to control the file format as appropriate.
- Click OK to save format. Click Next to continue.
-
In the Import File window, browse to and select the file to
import using the
Ellipsis.
-
Click Next to continue. The Import
Data processing begins. You will be notified of its progress.
-
Click Finish to complete the import process. If you are
linked to a billing package (or intend to be) it is recommended that you clear the
contents of the file you just imported.
- After you have selected a preference here, click the Finish to exit the wizard.