Import File Formats

Client Import Fields

nameString (full name string)

name.title

name.firstName

name.middleInitial

name.lastName

name.suffix

name.extraID

address.line1

address.line2

address.city

address.state

address.zip

address.directions

phone1String (full phone number)

phone1.areaCode

phone1.number

phone1.extension

phone1.comment

phone2String (full phone number)

phone2.areaCode

phone2.number

phone2.extension

phone2.comment

onlineInfo.email

onlineInfo.username

person.comment

condition.needs

condition.diagnosis

condition.othersInHome

condition.sex

condition.height

condition.weight

condition.allergies

condition.diet

condition.medications

condition.specialEquipment

condition.birthDate

emergency.livingWill

emergency.doNotResuscitate

emergency.durablePowerOfAttorneyName

emergency.durablePowerOfAttorneyPhone

emergency.durablePowerOfAttorneyRelationship

emergency.physician1Name

emergency.physician1Phone

emergency.physician2Name

emergency.physician2Phone

emergency.physician3Name

emergency.physician3Phone

emergency.emergencyContact1Name

emergency.emergencyContact1Phone

emergency.emergencyContact1City

emergency.emergencyContact1State

emergency.emergencyContact1Relationship

emergency.emergencyContact2Name

emergency.emergencyContact2Phone

emergency.emergencyContact2City

emergency.emergencyContact2State

emergency.emergencyContact2Relationship

emergency.hospitalPreference

inquiry.inquiryDate

inquiry.homeConferenceDate

inquiry.callerName

inquiry.callerPhone

inquiry.callerRelationship

inquiry.referralSource

inquiry.billingSourceName

inquiry.billingSourceRelationship

inquiry.billingSourcePhone

inquiry.billingSourceAddress

inquiry.quotedBillRate

inquiry.socialSecurityNumber

inquiry.clientNumber

inquiry.medicareNumber

inquiry.medicaidNumber

inquiry.caseWorker

inquiry.caseWorkerPhone

inquiry.payerType