Description

Select one of the following import types to determine the lookup table where the imported data will be stored:

• Equipment (for TBL_LOOKUP_EQUIPMENT)
• Medication (for TBL_LOOKUP_MEDICATION)
• Physician (for TBL_LOOKUP_PHYSICIAN)
• Staff (for TBL_LOOKUP_STAFF)
• Location (for TBL_LOOKUP_LOCATION)
• Patient (for HL7Health Level-7 is an international set of open standards used to format data and content, allowing different health information systems to easily and effectively communicate with one another. settings)

Note: Changing the import type may cause some new fields and values to appear while others may be removed. For example, if you select Patient, the Mapping section is hidden and the HL7 Listener section is displayed. And if you select a non-patient import type in place of another (e.g. Medication to Equipment) all mapping definitions in the Mapping section will be cleared. When you attempt to change the import type, a confirmation message will prompt you to continue or cancel.

Enter a name for the profile. This name must be unique (i.e. cannot have the same name as an existing profile).

If FTP connectors have been defined, choose an option from the drop-down menu to import files from an FTP location. See Creating an FTP Connector for more information.

Note: Alternatively, if a UNC operation is enabled in the system, you can use the Import folder path field to import files from an application server folder.

If a UNC operation is enabled, use this field to enter the application server folder name and path from which the CSV files are imported (e.g. \\fileserver\CVSImport). The system looks for files in this location that conform to a predefined naming convention that includes a prefix, date format, and extension (e.g. DATA20190130.csv).

Note: This field is only displayed if a UNC operation is enabled in the system. For more information, contact RLDatix support.

Import files must begin with a prefix defined here. By default, the prefix is set to "DATA" but this can be changed to your preference or the profile type. For example, for employee profile types, you can use "EMP" for the EMP20190226.CSV file.

Like a prefix, you can also append characters to a file name (i.e. following the date and before the extension) for import files. For example, you can add "SITE1" for an equipment profile type to indicate that the import file pertains to equipment data for site 1 at an organization. EQUIPMENT_20180210_SITE1.CSV

Import files must include the date in the file name in the format defined here. By default, this is set to "YYYYMMDD".

Note: The system will recognize only standard date format strings.

The file name extension for the file format used for import files. By default, this is "CSV".

Check this box to indicate that the first row in the import file is a column header. Unchecked, the first row in the import file will be treated as a record in the lookup database.

The character delimiter used to separate values. By default, commas (,) are used.

The character used for field quotes. By default, the quotation character (") is used.

Note: Quotation marks are not allowed in strings that are delimited by quotation marks.

Enter the allowable number of errors to occur during an import before aborting the process. The value entered must be an integer. The default value is 0.

Check this box to set up an automated schedule. Then, go to the Run every # days and define the frequency.

Note: If you do not enable the CSV Import Service to run on an automated schedule, you can run it manually.

If Enable schedule is checked, enter a number to determine the frequency (i.e. number of days) with which the service is automated to run.

Note: The value cannot be null or zero and must be a whole number.

If Enable schedule is checked, enter a date (in MM-DD-YYYY format) to determine when the automated schedule starts.

Note: You can click the field to choose a date from the calendar that is displayed.

If Enable schedule is checked and a start date (i.e. Recurrence start) is entered, enter a time (in hh:mm format) to determine the time at which the automated schedule starts.

This option allows you to select a time zone for the CSV import profile start time. By default, the application time zone is selected.

For all import types except for Patient, this section allows you to define the mapping between database table fields and the import file columns. See Mapping CSV Import Fields.

The IP address where the RL6 HL7 Listener service resides.

The port number on which RL6 HL7 Listeners service receives data.

This field contains the default HL7 datetime format (i.e., yyyyMMddHHmmss) when a new Patient/HL7 CSV Import profile is created.