Data Export and Demographics Import
1. The current owner of the data will need to run a full Clinical/Demographic Search report for all active, inactive and pending patients.
Go to the Reports drop-down menu and select Clinical/Demographic Search.
2. On the Clinical/Demographic Search report:
a. Select the Patient Status and any other identifying fields.
b. Click Search.
3. Click the Export button.
4. When the Export Settings window open:
a. Click the Select All button.
b. Click the Export button.
5. Once finished, the Export File Saved popup window will populate. Click the OK button to clear.
6. Go to the Upload Site.
a. Click the Exports button.
b. Click the Excel link to download.
7. Follow steps 2 through 6 to download the Excel form for the remaining statuses.
8. Once all three statuses (Active, Inactive, and Pending) have been run, combine into one Excel document. The name of this Excel document should be the current owner's name.
9. Upload the file to https://upload.icanotes.com/filedrop. Go to https://upload.icanotes.com/filedrop and log in using your ICANotes username and password.
10. Click the Choose File button.
11. Find your Excel file.
a. Highlight the file by clicking on it.
b. Click the Choose button.
12. Click the Upload button.
13. You will see the prompt at the bottom of the page indicating the upload was successful.
14. Next, notify ticket@icanotes.com that the file is ready.
<p style="font-size: 12pt; font-family: arial, helvetica, sansRelated Articles
Patient Data export (Individual level)
Index Sections EXPORTING PATIENT DATA How to generate an export for an individual patient EXPORTING PATIENT DATA In the following Knowledge Base article we will explain step by step how to export patient information (such as notes, appointments, ...Importing Patient Demographics
Index Sections ****IMPORTANT**** Please note that all imports are final. If you have patient demographics in electronic form, ICANotes will import the data for 50+ patients for you at no extra charge. If your caseload contains demographic data for ...Patient Data Export (Individual & Group Level)
Index Sections EXPORTING PATIENT DATA How to generate an export for an individual patient EXPORTING PATIENT DATA The EHI Export functionality serves as a valuable tool for our customers, enabling them to perform a manual one-time export of health ...Importing Patient Demographics from Excel (paper charting previously)
\n If you currently have your patient demographics in electronic form, we can import the data into ICANotes for you at no extra charge. \n \n ****IMPORTANT**** \n ICANotes cannot be held responsible for the accuracy of the data you provide. Please ...Custom Fields in Demographics
Index Sections Frequently Asked Questions Q: What happens if I change the label of a Custom Field? A new Custom Fields option has been added to patient Demographics. This option allows for the creation of five custom fields that can be labeled ...