CTL Confirm-IT2 - Manual (Page 10)

Getting Started
6
Figure 6 Manual Import Interaction Window
Figure 6a Procedure ID to Name Cross Reference Table
After clicking the Import and Save
buttons, you will be asked if you want
to be prompted to confirm customer
information updates, resolve
duplicate customers and create
appointments. If Yes, you will be
prompted for action if any changes
from previous customer records are
detected i.e. phone number change
etc. If No, import will run and show
number of Total customers
updated. Click the Save button to
exit. If you choose Yes, you may
cancel later.
The imported data records will be
shown in the Results of import window.
*
NOTE: In most database files, there is a key (index/or ID) field that contains a
unique (usually sequential) number that is assigned to each appointment entry. The
column number of this field should be entered in the App. ID Column Position box.
If the ID is entered and a date change is made to an appointment, CI2 can detect that
it is only a date change and not a new appointment.
*
NOTE : The data in the
Procedure ID and
Location ID column of the
imported file will usually be
either text or a number
identification code. To
make it easier for the
administrator, you may
create a cross reference
alias table in Confirm-IT2
Procedure Manager and
Location Manager. The
abbreviated text or number
External ID code can be
assigned a more
meaningful alias name in
the patient manager
screens and reports.
In this Location Manager example, External ID code 3 imported
from the database, is assigned the name “St. Josephs”.