Overview
The EDC Import page is used to import the Electronic Data Capture (EDC) file from a hospital.
Field Definitions
Field | Type | Required | Description |
|---|---|---|---|
| Practice | Drop Down | Yes | The practice associated with the EDC import. |
| Interface | Drop Down | Yes | The EDC interface configuration for a particular hospital. The EDC interface must be configured (Admin > EDC Interface Configurations). |
| Configuration | Drop Down | Yes | The user-defined configuration tied to the practice and interface selected.
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| File | Free Text / File Selection | Yes | An imported EDC file from a hospital. This file contains patient demographics and insurance information recorded by the facility where the patient was treated. Note: The path to the data file can be typed or selected via Browse button. |
| Archive file after successful import | Checkbox | No | If selected, archives the EDC file immediately after importing into the EDC import table. It creates an Archive folder in the same location (file path) as the imported EDC file if the archive folder does not already exist. The file will be placed in the Archive folder after the import process is complete. |
| Facility Case # | Display Only (pulled from EDC Import File) | Yes | The unique identification number assigned to the case at the facility. The first character of this identification number is the source ID given to the facility in the EDC interface configuration. This source ID uniquely identifies the case by facility. By default, the table is sorted by the Facility Case # column |
| External Case # | Display Only (pulled from EDC Import File) | Yes | The identification number assigned to the case as an additional means of tracking the case. The records in the EDC file are matched to the coded image set by facility case number, external case number, or both. If the records do not match either of these numbers, the demographic data is not imported into the case. |
| Facility | Display Only (pulled from EDC Import File) | Yes | The name of the facility where the patient was treated. |
| Patient Name | Display Only (pulled from EDC Import File) | Yes | The name of the patient (last name, first name, middle initial). |
| SSN | Display Only (pulled from EDC Import File) | Yes | The social security number of the patient. |
| Date of Birth | Display Only (pulled from EDC Import File) | Yes | The birth date of the patient. |
| Guarantor Name | Display Only (pulled from EDC Import File) | Yes | The name of the guarantor. |
| Primary Payer | Display Only (pulled from EDC Import File) | Yes | The name of the primary payer. |
| Member # | Display Only (pulled from EDC Import File) | Yes | The unique identification number of the member. This number is issued by the payer. |
| Group # | Display Only (pulled from EDC Import File) | Yes | The unique identification number of the group. This number is issued by the payer. |
Button Descriptions
Button | Shortcut Keys | Description | Step-By-Step Guides |
|---|---|---|---|
| Commit | [Alt] + [M] | To store data from the source EDC file in a staging area before the demographic records are imported into a case in a Charge Batch. |
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| Incomplete Records Link | The records listed on the EDC Exceptions report are also reported as incomplete records in a link to the left of the Commit button. | Click this link to review the records with missing data on the EDC Exception report. |