Create Custom CSV Layout Screen |
Purpose |
The purpose of the Create Custom CSV Layout screen is to allow a provider to specify its own flat file format for loading patient, immunization, comment, and event files into the ALERT IIS. Training and experience with Data Exchange is required to use this feature.
View Custom CSV Layout |
To view a custom csv layout, follow these steps:
Select Custom CSV File Layouts option under the Data Exchange menu Group.
Select the Custom CSV File Template Name from the Custom CSV File Template Name Pick List.
Click the View button.
Create New Custom CSV Layout |
To create a new custom csv layout, follow these steps:
Select Custom CSV File Layouts option under the Data Exchange menu Group.
Click the Create new layout button.
Enter the Template Name.
Select whether a Header row will be included with the CSV File.
Select the fields and order of how the fields will be specified for the CSV files.
Select whether the template will be used Globally or just for the provider organization by using the Global Template pick list.
Click the Save button.
Edit Custom CSV Layout |
To edit a custom layout, follow these steps:
Select Custom CSV File Layouts option under the Data Exchange menu Group.
Select the Custom CSV File Template Name from the Custom Flat File Template Name Pick List that needs to be edited.
Click the Edit button.
Change the Template Name.
Change where a Header row will be included with the CSV File.
Change the fields and order of how the fields will be specified for the CSV files.
Change whether the template will be used Globally or just for the provider organization by using the Global Template pick list.
Click the Update button.
Information Provided |
The following table shows the required input fields on the screen:
Required Fields |
|
Field Name |
Description |
Custom CSV File Template Name |
Template Name of the custom template. |
Record Identifier |
Record Identifier, used to link a Patient to Immunization, Comment or Event records in the Patient file. |
First Name |
First Name of the Patient in the file. |
Last Name |
Last Name of the Patient in the file. |
Birth Date |
Birth Date of the Patient in the file. |
Record Identifier |
Record Identifier, used to link an Immunization to a Patient. |
NDC Code |
NDC Code of the Immunization File, either NDC Code, Trade Name, CPT Code, CVX Code or Vaccine Group need to be entered. |
Trade Name |
Trade Name of the Immunization File, either NDC Code, Trade Name, CPT Code, CVX Code or Vaccine Group need to be entered. |
CPT Code |
CPT Code of the Immunization File, either NDC Code, Trade Name, CPT Code, CVX Code or Vaccine Group need to be entered. |
CVX Code |
CVX Code of the Immunization File, either NDC Code, Trade Name, CPT Code, CVX Code or Vaccine Group need to be entered. |
Vaccine Group |
Vaccine Group of the Immunization File, either NDC Code, Trade Name, CPT Code, CVX Code or Vaccine Group need to be entered. |
Vaccination Date |
Vaccination Date of the Immunization File. |
Record Identifier |
Record Identifier, used to link a Comment to a Patient. |
Comment Code |
Comment code of the Comment File. |
Record Identifier |
Record Identifier, used to link an Event to a Patient. |
Event Code |
Event Code of the Event File. |
Priority Group |
Priority Group of the Event File. |
Other Fields |
|
Field Name |
Description |
Patient Status |
Patient Status of the Patient in the file. |
Middle Name |
Middle Name of the Patient in the file. |
Name Suffix |
Name Suffix of the Patient in the file. |
Death Date |
Death Date of the Patient in the file. |
Mothers First Name |
Mothers First Name of the Patient in the file. |
Mothers Maiden Last Name |
Mothers Maiden Last Name of the Patient in the file. |
Mothers HBsAg Status |
Mothers HBsAg Status of the Patient in the file. |
Sex Gender |
Sex Gender of the Patient in the file. |
American Indian or Alaskan Native |
American Indian or Alaskan Native Race of the Patient in the file. |
Asian |
Asian Race of the Patient in the file. |
Native Hawaiian or Other Pacific Islander |
Native Hawaiian or Other Pacific Islander Race of the Patient in the file. |
Black or African-American |
Black or African-American Race of the Patient in the file. |
White |
White Race of the Patient in the file. |
Other Race |
Other Race of the Patient in the file. |
Ethnicity Code |
Ethnicity Code of the Patient in the file. |
Social Security Number |
Social Security Number of the Patient in the file. |
Contact Allowed |
Contact Allowed of the Patient in the file. |
Patient ID |
Patient ID of the Patient in the file. |
Medicaid ID |
Medicaid ID of the Patient in the file. |
Responsible Party First Name |
Responsible Party First Name of the Patient in the file. |
Responsible Party Middle Name |
Responsible Party Middle Name of the Patient in the file. |
Responsible Party Last Name |
Responsible Party Last Name of the Patient in the file. |
Responsible Party Relationship |
Responsible Party Relationship of the Patient in the file. |
Street Address |
Street Address of the Patient in the file. |
Other Address Line |
Other Address Line of the Patient in the file. |
PO Box Route Line |
PO Box Route Line of the Patient in the file. |
City |
City of the Patient in the file. |
State |
State of the Patient in the file. |
Zip |
Zip of the Patient in the file. |
County |
County of the Patient in the file. |
Phone |
Phone of the Patient in the file. |
Sending Organization |
Sending Organization in the file. |
Administration Route Code |
Administration Route Code in the Immunization file. |
Body Site Code |
Body Site Code in the Immunization file. |
Reaction Code |
Reaction Code in the Immunization file. |
Manufacturer Code |
Manufacturer Code in the Immunization file. |
Immunization Information Source |
Immunization Information Source in the Immunization file. |
Lot Number |
Lot Number in the Immunization file. |
Provider Name |
Provider Name in the Immunization file. |
Administered By Name |
Administered By Name in the Immunization file. |
Sending Organization |
Sending Organization in the Immunization file. |
Vaccine Eligibility |
Vaccine Eligibility in the Immunization file. |
Begin Date |
Begin Date in the Comment file. |
End Date |
End Date in the Comment file. |
Functionality |
The following table describes the buttons available on the Create Custom CSV Layout screen.
Command Button |
Description |
|
When clicking on the View button, the system displays the detailed field information and order for all the fields in the custom CSV layout chosen from the pick list. |
|
When clicking the Edit button, the system displays the Edit CSV Layout page. |
|
When clicking the Create new layout button, the system displays the Create New CSV Layout page. |
|
When clicking the Save button, the system validates all required fields are entered correctly and saves the New CSV Layout that was developed. |
|
When clicking the Update button, the system validates all required fields are entered correctly and saves the edited CSV layout that was developed. |
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When clicking the Cancel button, the system returns to the previous screen. |