first_name,last_name,date_of_birth,chart_id,office_name,doctor_name,appt_date,appt_time,exam_room_name,duration,notes,reason,appointment_status,appt_profile_name,reminder_profile_name,icd10_codes
Jonathan,Lopez,1978-11-03,LOJO00001,Primary Office ,Regina Watts,2017-05-10,13:30:00,Exam 1,30,Patient was late ,Chronic chest pain,Complete ,,,"I10, G47.33, E11"
,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,
Guidelines:,,,,,,,,,,,,,,,
Each row in an importable csv will create one row in the Appointments database table. ,,,,,,,,,,,,,,,
Use *exactly* thse column names. They map directly to database field names. Capitalization and punctuation are important. Order doesn't matter.,,,,,,,,,,,,,,,
"Every field you give must be an *exact* match to an existing record, or the lookup will fail and the record will be skipped.",,,,,,,,,,,,,,,
"Any patients and/or offices you want to link must be visible to the ""target"" doctor's account. Importing respects share_patients/share_offices flags",,,,,,,,,,,,,,,
You may use one sheet to import appointments for multiple doctors in the same PG as long as they share patients & offices.,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,
Columns:,,,,,,,,,,,,,,,
first_name,"Required
(choose a few)","Any combination of the patient.* fields is allowed, as long as whichever columns you provide can identify exactly one patient. It's best to use all of them, but not *strictly* required.",,,,,,,,,,,,,
last_name,,,,,,,,,,,,,,,
date_of_birth,,,,,,,,,,,,,,,
chart_id,Optional,Can be used as an extra check to make 100% sure you've got the right patient,,,,,,,,,,,,,
office_name,Required,The name of the office to attach to the appointment. Must exactly. match an existing office's name,,,,,,,,,,,,,
exam_room_name,Required,"Name of the exam room (like ""Exam 2"")",,,,,,,,,,,,,
doctor_name,Required,"The doctor's first and last name, not the UserID.",,,,,,,,,,,,,
appointment_status,Required,"Must be one of the valid drcrhono statuses: Cancelled, Confirmed, Scheduled, No Show, etc. Case Sensitive. Spelling, punctuation, and spacing count.",,,,,,,,,,,,,
scheduled_time,Required,"Start time of the appointment. Preferred format is YYYY-MM-DD HH:MM:SS. You may also split the date and time into ""appt_date"" and ""appt_time"" columns respectively.",,,,,,,,,,,,,
duration,Required,Number of minutes the appointment is supposed to last,,,,,,,,,,,,,
notes,Optional,Any notes you'd like to add. No character limit. Great place to dump random info that doesn't fit into any of the other fields.,,,,,,,,,,,,,
reason,Optional,A short reason for the appointment. Max 100 characters.,,,,,,,,,,,,,
appt_profile_name,Optional,Name of appointment profile to attach to this appointment,,,,,,,,,,,,,
reminder_profile_name,Optional,Name of reminder profile.,,,,,,,,,,,,,
icd10_codes,Optional,A comma-separated list of diagnosis codes. ,,,,,,,,,,,,,