Import Configuration

Description

Use the Import Configuration page to import additives, AP stain tests, collection methods, ICD General Equivalence Mapping, CodeMap® ICD General Equivalence Mapping, CodeMap® PHIN VADS, order choices, ICD-9/ICD-10 codes, CPT codes, locations, users, medical necessity (validation) data, medications, modifiers, observation methods, Sanford Guide Catalog, SNOMED codes, source sites, ZIP codes, insurance, specimen sources, specimen source categories, LOINC codes, medications and aliases, metabolites, and UCUM codes. All fields are required.

Access

AdminCenter > Manage > Import Configuration

You must have the necessary security permissions to access this page.

Technical Manual

Before You Import

Place the imported files in the system temp folder on the server where the system server application is running. Typically, the file path to the Import Directory is C:\Orchard\apps\AdminCenter\temp\import.
Create a backup of your database to ensure recovery if the import fails, or is cancelled before completion.
Select Create Backup File to create a file with a date stamp and the extension of the type of file you are backing up (order choices, ICD-9 codes, CPT codes, validation sets, locations, users, or ZIP codes). The system displays a message at the bottom of the page stating if the backup was successful. Note the following when backing up data:
- For validation set backups, you must select the validation set before selecting the button.
- For user backups, you must select a host before selecting the button. The system will export records for all users with a host code for the selected host.
- For location backups, the system includes a row for each practice that is referenced in the file.

Importing Additives

Import Type	Select Additives as the type of import file from the drop-down list. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type
Host to associate the import with	Select from the drop-down list a host to associate the additive import with.
Import Settings	Add to existing additives (Leaves existing additives unchanged and only creates new additives): Select the option to have the system add the previously selected additives to existing additives in the system. This option leaves existing additives unchanged and only creates new additives in the system. Update existing additives and add new additives: Select the option to have the system update the existing additives in the system while adding any new additives that have been created.
Delimiter	The Tab option is the default option for all additives.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing AP Stain Tests

This import type is only available with an AP license.

Import Type	Select AP Stain Tests from the Import Type field. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Manual entry Instrument to associate with all stain tests	Select in the search-as-you-type field to search for and select an instrument to add to all AP stain tests in the import file.
Matching stipulation	Select one matching stipulation option to add or update existing records: Add to existing records only: Select this option to add the selected host(s) only to existing records. Update existing records and add: Select this option to update all existing records and to add the selected host(s) to the record. Update existing records only: Select this option to only update all existing records with the selected host(s). Note When attempting to update existing records, the import processes must find a unique match for the line being evaluated. If multiple possible matches are found, it does not know which one to update, so it considers the line being evaluated as being new.
Delimiter	The Vertical Bar "\|" option is the default for all AP stain tests. This uses a vertical bar to separate entries. Select the Tab option to use a tab to separate entries.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears. The tests must be associated with an order choice to use the stain. Any imported AP stain tests that do not have order choices associated with them will be listed in an error message. This could happen if the column was missing from the import, a stain row didn't have a value for the column, or the order choice abbreviations for the stain didn't match to any order choices.

Importing CMS ICD General Equivalence Mapping

Import Type	Select CMS ICD General Equivalence Mapping as the type of import file from the drop-down list. This field is required.
Create Backup File	Select to create a backup file of the import. The backup confirmation and file name will appear in the Execute Import section (see below).
ICD GEM Type	Select from the drop-down list either ICD-9 to ICD-10 or ICD-10 to ICD-9 in order to obtain the ICD equivalence between code sets. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original Format from the drop-down list to set the file format.
Delimiter	The Tab option is the default option for all ICD General Equivalence Mapping.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing CodeMap® ICD General Equivalence Mapping

Import Type	Select CodeMap ® CMS ICD General Equivalence Mapping as the type of import file from the drop-down list. This field is required.
Create Backup File	Select to create a backup file of the import. The backup confirmation and file name will appear in the Execute Import section (see below).
ICD GEM Type	Select from the drop-down list either ICD-9 to ICD-10 or ICD-10 to ICD-9 in order to obtain the ICD equivalence between code sets. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original Format from the drop-down list to set the file format.
Delimiter	The Tab option is the default option for all CodeMap® ICD General Equivalence Mapping.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing CodeMap® PHIN VADS: Additives

Import Type	Select CodeMap ® PHIN VADS: Additives as the type of import file from the drop-down list. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original Format from the drop-down list to set the file format.
Host to associate the import with	Select from the drop-down list a host to associate the CodeMap® PHIN VADS: Additives import with.
Import Settings	Add to existing CodeMap® PHIN VADS: Additives (Leaves existing CodeMap® PHIN VADS: Additives unchanged and only creates new CodeMap® PHIN VADS: Additives): Select the option to have the system add the previously selected CodeMap® PHIN VADS: Additives to existing CodeMap® PHIN VADS: Additives in the system. This option leaves existing CodeMap® PHIN VADS: Additives unchanged and only creates new CodeMap® PHIN VADS: Additives in the system. Update existing CodeMap® PHIN VADS: Additives and add new CodeMap® PHIN VADS: Additives: Select the option to have the system update the existing CodeMap® PHIN VADS: Additives in the system while adding any new CodeMap® PHIN VADS: Additives that have been created.
Delimiter	The Tab option is the default option for all CodeMap® PHIN VADS: Additives.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing CodeMap® PHIN VADS: Collection Methods

Import Type	Select CodeMap ® PHIN VADS: Collection Methods as the type of import file from the drop-down list. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original Format from the drop-down list to set the file format.
Host to associate the import with	Select from the drop-down list a host to associate the CodeMap® PHIN VADS: Collection Methods import with.
Import Settings	Add to existing CodeMap® PHIN VADS: Collection Methods (Leaves existing CodeMap® PHIN VADS: Collection Methods unchanged and only creates new CodeMap® PHIN VADS: Collection Methods): Select the option to have the system add the previously selected CodeMap® PHIN VADS: Collection Methods to existing CodeMap® PHIN VADS: Collection Methods in the system. This option leaves existing CodeMap® PHIN VADS: Collection Methods unchanged and only creates new CodeMap® PHIN VADS: Collection Methods in the system. Update existing CodeMap® PHIN VADS: Collection Methods and add new CodeMap® PHIN VADS: Collection Methods: Select the option to have the system update the existing CodeMap® PHIN VADS: Collection Methods in the system while adding any new CodeMap® PHIN VADS: Collection Methods that have been created.
Delimiter	The Tab option is the default option for all CodeMap® PHIN VADS: Collection Methods.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing CodeMap® PHIN VADS: Modifiers

Import Type	Select CodeMap ® PHIN VADS: Collection Modifiers as the type of import file from the drop-down list. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original Format from the drop-down list to set the file format.
Host to associate the import with	Select from the drop-down list a host to associate the CodeMap® PHIN VADS: Modifiers import with.
Import Settings	Add to existing CodeMap® PHIN VADS: Modifiers (Leaves existing CodeMap® PHIN VADS: Modifiers unchanged and only creates new CodeMap® PHIN VADS: Modifiers): Select the option to have the system add the previously selected CodeMap® PHIN VADS: Modifiers to existing CodeMap® PHIN VADS: Modifiers in the system. This option leaves existing CodeMap® PHIN VADS: Modifiers unchanged and only creates new CodeMap® PHIN VADS: Modifiers in the system. Update existing CodeMap® PHIN VADS: Modifiers and add new CodeMap® PHIN VADS: Modifiers: Select the option to have the system update the existing CodeMap® PHIN VADS: Modifiers in the system while adding any new CodeMap® PHIN VADS: Modifiers that have been created.
Delimiter	The Tab option is the default option for all CodeMap® PHIN VADS: Modifiers.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing CodeMap® PHIN VADS: Observation Methods

Import Type	Select CodeMap ® PHIN VADS: Observation Methods as the type of import file from the drop-down list. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original Format from the drop-down list to set the file format.
Host to associate the import with	Select from the drop-down list a host to associate the CodeMap® PHIN VADS: Observation Methods import with.
Import Settings	Add to existing CodeMap® PHIN VADS: Observation Methods (Leaves existing CodeMap® PHIN VADS: Observation Methods unchanged and only creates new CodeMap® PHIN VADS: Observation Methods): Select the option to have the system add the previously selected CodeMap® PHIN VADS: Observation Methods to existing CodeMap® PHIN VADS: Observation Methods in the system. This option leaves existing CodeMap® PHIN VADS: Observation Methods unchanged and only creates new CodeMap® PHIN VADS: Observation Methods in the system. Update existing CodeMap® PHIN VADS: Observation Methods and add new CodeMap® PHIN VADS: Observation Methods: Select the option to have the system update the existing CodeMap® PHIN VADS: Observation Methods in the system while adding any new CodeMap® PHIN VADS: Observation Methods that have been created.
Delimiter	The Tab option is the default option for all CodeMap® PHIN VADS: Observation Methods.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing CodeMap® PHIN VADS: Sample Types

Import Type	Select CodeMap ® PHIN VADS: Sample Types as the type of import file from the drop-down list. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original Format from the drop-down list to set the file format.
Host to associate the import with	Select from the drop-down list a host to associate the CodeMap® PHIN VADS: Sample Types import with.
Import Settings	Add to existing CodeMap® PHIN VADS: Sample Types (Leaves existing CodeMap® PHIN VADS: Sample Types unchanged and only creates new CodeMap® PHIN VADS: Sample Types): Select the option to have the system add the previously selected CodeMap® PHIN VADS: Sample Types to existing CodeMap® PHIN VADS: Sample Types in the system. This option leaves existing CodeMap® PHIN VADS: Sample Types unchanged and only creates new CodeMap® PHIN VADS: Sample Types in the system. Update existing CodeMap® PHIN VADS: Sample Types and add new CodeMap® PHIN VADS: Sample Types: Select the option to have the system update the existing CodeMap® PHIN VADS: Sample Types in the system while adding any new CodeMap® PHIN VADS: Sample Types that have been created.
Delimiter	The Tab option is the default option for all CodeMap® PHIN VADS: Sample Types.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing CodeMap® PHIN VADS: Source Sites

Import Type	Select CodeMap ® PHIN VADS: Source Sites as the type of import file from the drop-down list. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original Format from the drop-down list to set the file format.
Host to associate the import with	Select from the drop-down list a host to associate the CodeMap® PHIN VADS: Source Sites import with.
Import Settings	Add to existing CodeMap® PHIN VADS: Source Sites (Leaves existing CodeMap® PHIN VADS: Source Sites unchanged and only creates new CodeMap® PHIN VADS: Source Sites): Select the option to have the system add the previously selected CodeMap® PHIN VADS: Source Sites to existing CodeMap® PHIN VADS: Source Sites in the system. This option leaves existing CodeMap® PHIN VADS: Source Sites unchanged and only creates new CodeMap® PHIN VADS: Source Sites in the system. Update existing CodeMap® PHIN VADS: Source Sites and add new CodeMap® PHIN VADS: Source Sites: Select the option to have the system update the existing CodeMap® PHIN VADS: Source Sites in the system while adding any new CodeMap® PHIN VADS: Source Sites that have been created.
Delimiter	The Tab option is the default option for all CodeMap® PHIN VADS: Sample Types.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing Collection Methods

Import Type	Select Collection Methods as the type of import file from the drop-down list. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original Format from the drop-down list to set the file format.
Host to associate the import with	Select from the drop-down list a host to associate the Collection Methods import with.
Import Settings	Add to existing collection methods (Leaves existing collection methods unchanged and only creates new collection methods): Select the option to have the system add the previously selected collection methods to existing collection methods in the system. This option leaves existing collection methods unchanged and only creates new collection methods in the system. Update existing collection methods and add new collection methods: Select the option to have the system update the existing collection methods in the system while adding any new collection methods that have been created.
Delimiter	The Tab option is the default option for all collection methods.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing CPT, ICD-9, or ICD-10 Codes

Import Type	Select CPT, ICD-9, or ICD-10 as the type of import file from the drop-down list. This field is required. CPT: Import a set of CPT (procedure) codes and descriptions from a CPT file. ICD-9: Import a set of ICD-9 codes and descriptions from an ICD file. Note that the system will pad all ICD-9 codes to have three digits before the decimal point when importing codes. ICD-10: Import a set of ICD-10 codes and descriptions from an ICD file. Note that the system will pad all ICD-10 codes to have three digits before the decimal point when importing codes.
Create Backup File	Select to create a backup file of the import. The backup confirmation and file name will appear in the Execute Import section (see below). If you've chosen ICD-10 as the Import Type, selecting the Create Backup File button will display the Export Type pop-up. Select CMS ICD-10 Format, CodeMap® ICD-10 Format, or Original Format to select it as the export type. The system will process the export, and the Backup Complete information will appear in the Execute Import section.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original Format from the drop-down list to set the file format.
Complete Import (Inactive codes not in this import)	Select the scope of the import. Select this option to import all codes in the file and to inactivate any codes already in the system that are not in the file you are importing. The Complete Import option is selected by default.
Partial Import (Do not change status of codes not in this import)	Select the scope of the import. Select this option to import all codes in the file but to leave any codes already in the system as they are.
Delimiter	For CPT files, the New Line option is the default. For ICD-10 files, you can choose the CMS ICD-10 Format option or the CodeMap® ICD-10 Format option. For ICD-9 files, the Comma "," option is the default.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing Host Tests

Import Type	Select Host Tests as the type of import file from the drop-down list to import host tests from an HTS file. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Match column headers from the drop-down list to set the file format.
Host to associate the import with	Select from the drop-down list a host to associate the import with a specific host. This field is required.
Matching stipulation	Select one matching stipulation option to add or update existing records: Add to existing records only: Select this option to add the selected host(s) only to existing records. Update existing records and add: Select this option to update all existing records and to add the selected host(s) to the record. Update existing records only: Select this option to only update all existing records with the selected host(s). Note When attempting to update existing records, the import processes must find a unique match for the line being evaluated. If multiple possible matches are found, it does not know which one to update, so it considers the line being evaluated as being new.
Delimiter	The Vertical Bar "\|" option is the default option for all host tests.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing Insurance

Import Type	Select Insurance as the type of import file from the drop-down list. This field is required.
Create Backup File	Select to create a backup file of the import. The backup confirmation and file name will appear in the Execute Import section (see below).
Practice	Select in or begin typing in the field to search for and select the practice to which the imported insurance will be associated in the Practice Search page, or select Clear (X button) to clear the selected practice and associate the imported insurance to all practices. See the Practice Search topic. If available, the system uses the validation set from the selected practice.
Use System Maintained Insurance	Select to use insurance data that is maintained in the system.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select either Original format or Match column headers from the drop-down list to set the file format.
Host to associate the import with	Select from the drop-down list a host to associate the insurance import with.
Delimiter	Select either the Tab or Vertical Bar "\|" options.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears. When insurance data is imported, the Company ID is assigned as the Insurance Company Host Code and the Plan ID is assigned as the Insurance Plan Host Code for the host associated with import.

Importing Locations, Order Choices, Patients, and Users

Import Type	Select Locations, Order Choices, Patients, or Users as the type of import file from the drop-down list. This field is required. Locations: Import location information from a LOC file. Depending on the contents of this file, the system will import only practices or import practices and locations. Order Choices: Import order choice information from a PNL file. Select either Original format or Match column headers from the Import file format drop-down list. Patients: Import patient records from a PAT file. The Import file format option called Match column headers accepts a file where the first line represents field names from the database that they correspond to. In addition, specially named columns perform certain specialized functions. Currently, the import option only creates new patients and not update existing patients. Users: Import user information from a STF file. Note that the host codes for locations must be set up before importing users will work. Also, if an imported user code would duplicate an existing user code, the system will not import the user and will log a message stating why the user was not imported.
Create Backup File	Select to create a backup file of the import. The backup confirmation and file name will appear in the Execute Import section (see below). This button only appears for Locations, Order Choices, and Users import file types.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select either Original format or Match column headers from the drop-down list to set the file format. When Match column headers is selected, the system will accept a file where the first line represents field names from the database that they correspond to. In addition, specially-named columns will perform certain specialized functions.
Automatically create Sync 2.x mappings for the imported Copia records for the selected host	Select the option to automatically synchronize location, order choice, and user records with Orchard Harvest. Note An Error Log message will be stored if an error occurs when attempting to create the synchronization map for an imported record. This does not appear for patients.
Attempt to append user data to an existing record instead of creating a new user	This option appears when the Users import type is selected and the Match column headers option is selected from the Import file format drop-down list. Select the checkbox to have the system attempt to append imported user data to an existing record if the ID and/or NPI match existing user records in the database.
Host to associate the import with	For location, patient, or user imports, select from the drop-down list a host to associate the import with. If you cannot find the desired host, create a new host by using the Hosts details page. See the Hosts topic. This field is required.
Commit import even if host code error occurs	Select an option to determine whether or not the system should import the order choices in the selected file if there is a host code error. By default, the system commits the report. Commit Import Discard Import
Delimiter	Select either the Tab or Vertical Bar "\|" options.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. For order choice imports, if any of the host codes in the import file match any of the host codes in the file or any of the host codes already assigned to order choices in the system for the host system, the system prompts you to choose whether or not to continue importing the data. Also, if the system finds two matching host codes for the same host that are linked to different order choices, it generates an error message and rejects the entire import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears. When insurance data is imported, the Company ID is assigned as the Insurance Company Host Code and the Plan ID is assigned as the Insurance Plan Host Code for the host associated with import.

Importing LOINC Codes

Import Type	Select LOINC Codes as the type of import file from the drop-down list to import LOINC codes from an LNC file. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original Format from the drop-down list to set the file format.
Import Settings	Purge existing LOINC codes: Select this option to remove all existing LOINC codes before importing the new codes. The system does not purge existing LOINC codes mapped to tests. Add to existing LOINC codes: Select this option to add the new LOINC codes to the codes already in the system.
Delimiter	The Comma "," option is the default option for all LOINC codes.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing LOINC Codes (loinc.org)

Note

The LOINC Codes (loinc.org) import type no longer requires HL7 2.5.1 enabled through the license to use.

Import Type	Select LOINC Codes (loinc.org) as the type of import file from the drop-down list to import LOINC codes from an LNC file. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original Format from the drop-down list to set the file format.
Import Settings	Purge existing LOINC codes: Select this option to remove all existing LOINC codes before importing the new codes. The system does not purge existing LOINC codes mapped to tests. Add to existing LOINC codes: Select this option to add the new LOINC codes to the codes already in the system. Update existing LOINC codes and add new LOINC codes: Select this option to update LOINC codes while adding any new LOINC codes in the system.
Delimiter	Select the Tab or Comma "," option for LOINC codes.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing Medications

Import Type	Select Medications as the type of import file from the drop-down list to import medications (along with their aliases, classes, metabolites, and host codes) from an MED file. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Match column headers from the drop-down list to set the file format.
Matching stipulation	Select one matching stipulation option to add or update existing records: Add to existing records only: Select the option to add the medication to only existing records. Update existing records and add: Select the option to update existing records and add the medication. Update existing records only: Select the option to update only existing records.
Delimiter	Select the Tab or Vertical Bar "\|" option for medications.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing Modifiers

Import Type	Select Modifiers as the type of import file from the drop-down list to import modifiers. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original Format from the drop-down list to set the file format.
Host to associate the import with	Select from the drop-down list a host to associate the modifier import with. This field is required.
Import Settings	Add to existing modifiers (Leaves existing modifiers unchanged and only creates new modifiers): Select this option to have the system add the previously selected modifiers to existing modifiers in the system. This option leaves existing modifiers unchanged and only creates new modifiers in the system. Update existing modifiers and add new modifiers: Select this option to have the system update the existing modifiers in the system while adding any new modifiers that have been created.
Delimiter	The Tab option is the default delimiter for modifiers.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing Observation Methods

Import Type	Select Observation Methods as the type of import file from the drop-down list to import observation methods from an OBS file. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original Format from the drop-down list to set the file format.
Host to associate the import with	Select from the drop-down list a host to associate the observation methods import with. This field is required.
Import Settings	Add to existing observation methods (Leaves existing observation methods unchanged and only creates new observation methods): Select this option to add the new observation methods in the system. Update existing observation methods and add new observation methods: Select this option to update observation methods while adding any new observation methods in the system.
Delimiter	The Tab option is the default delimiter for observation methods.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing Organisms

Import Type	Select Organism as the type of import file from the drop-down list to import organisms. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Match column headers from the drop-down list to set the file format.
Import Settings	Select the Create SNOMED codes when included within import file option to create any SNOMED codes from the file that do not already exist.
Matching stipulation	Select an option from this section. This is required. Add to existing records only: Select this option to only create new organisms. Update existing records and add: Select this option to create organisms and update existing organisms at the same time. Update existing records only: Select this option to only update existing organisms.
Delimiter	Select the Tab or Vertical Bar "\|" option for organisms.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing Panel Tests

Import Type	Select Organism as the type of import file from the drop-down list to import organisms. This field is required.
Create Backup File	Select to create a backup file of the import. The backup confirmation and file name will appear in the Execute Import section (see below).
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original format from the drop-down list to set the file format.
Matching stipulation	Select an option from this section. This is required. Add to existing records only: Select this option to only create new tests. Update existing records and add: Select this option to create tests and update existing tests at the same time. Update existing records only: Select this option to only update existing tests.
Delimiter	The Vertical Bar "\|" is the default option for tests.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing Sanford Guide Catalog

Import Type	Select Sanford Guide Catalog as the type of import file from the drop-down list to import Sanford Guide Catalog data from a SAN file. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original format from the drop-down list to set the file format.
Delimiter	The Comma "," is the default option for tests.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing SNOMED Codes

Import Type	Select SNOMED Codes as the type of import file from the drop-down list to import SNOMED codes from an SMD file. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original format from the drop-down list to set the file format.
Import Settings	Select an option from this section. These settings are required. SNOMED Code System: Enter a code system in the field to specify a SNOMED code system in the system. SNOMED Version: Enter the SNOMED code version in the field to specify the version of SNOMED codes being used. The user must specify the SNOMED version when using the SNOMED Codes import type. Add to existing SNOMED codes (Leaves existing SNOMED codes unchanged and only creates new SNOMED codes): Select this option to add the new SNOMED codes to the codes already in the system. Update existing SNOMED codes and add new SNOMED codes: Select this option to update SNOMED codes while adding any new SNOMED codes in the system. Only update existing SNOMED codes: Select this option to only update existing SNOMED codes in the system. Allow for improperly formatted data (Checking this will skip improperly formatted lines and continue the import): Select this checkbox to have the system continue processing the imported file even through a malformed line within the file that was encountered.
Delimiter	The Tab is the default option for tests.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing Source Sites

Import Type	Select Source Sites as the type of import file from the drop-down list to import source sites from an SSS file. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original format from the drop-down list to set the file format.
Host to associate the import with	Select from the drop-down list a host to associate the source site import with.
Import Settings	Add to existing source sites: Select the option to add the new source site in the system. This option leaves existing source sites unchanged and only creates new source sites in the system. Update existing source sites and add new source sites: Select the option to update source sites while adding any new source sites in the system.
Delimiter	The Tab is the default option for source sites.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing Specimen Source

Import Type	Select Specimen Source as the type of import file from the drop-down list to import specimen source data from an SPS file. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original format from the drop-down list to set the file format.
Automatically create Sync 2.x mappings for the imported Copia records for the selected host	Select the option to automatically synchronize specimen source records with Orchard Harvest. An Error Log message will be stored if an error occurs when attempting to create the synchronization map for an imported record.
Host to associate the import with	Select from the drop-down list a host to associate the specimen source import with.
Delimiter	The Tab is the default option for specimen sources.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Specimen Source Categories

Import Type	Select Specimen Source Category as the type of import file from the drop-down list to import specimen source category data from an SSC file. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original format from the drop-down list to set the file format.
Delimiter	Tab is the default option for specimen source categories.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing UCUM Codes

Import Type	Select UCUM Codes as the type of import file from the drop-down list to import UCUM code data from a UCM file. This field is required.
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original format from the drop-down list to set the file format.
Delimiter	Tab is the default option for UCUM codes.
Import Settings	Select an option. This setting is required. Add to existing UCUM codes: Select this option to add the new UCUM codes to the codes already in the system. Update existing UCUM codes and add new UCUM codes: Select this option to update UCUM codes while adding any new UCUM codes in the system.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing Validation Sets

Import Type	Select Validation Set as the type of import file from the drop-down list to import validation set data from an ICM file. This field is required.
Create Backup File	Select to create a backup file of the import. The backup confirmation and file name will appear in the Execute Import section (see below).
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original format from the drop-down list to set the file format.
Validation Set	Select the desired validation set from the drop-down list. If you cannot find the desired set, select New to enter a validation set in the Enter Validation Set Name field that appears in the pop-up. Select OK to return to the Import Configuration page with the new validation set displayed in the drop-down list. This field is required.
ICD Type	Select an ICD Type option. This setting is required. ICD-9: Select this option to define what set of ICD codes will be used for validation. The system will pad all ICD-9 codes to have three digits before the decimal point when importing codes. ICD-10: Select this option to define what set of ICD codes will be used for validation. The system will pad all ICD-10 codes to have three digits before the decimal point when importing codes.
Import Mappings	Select an Import Mappings option. This setting is required. Remove imported Mappings: Select this option to remove all imported validation data mappings. Keep imported Mappings: Select this option to retain all imported validation data mappings.
User-entered Mappings	Select a User-entered Mappings option. This setting is required. Remove user-entered mappings: Select this option to remove all validation data mappings created by users. Keep user-entered mappings: Select this option to retain all validation data mappings created by users.
Delimiter	Tab is the default option for validation sets.
Execute Import	Start Import: Select to begin the import process. The system will not import any CPT, ICD-9, or ICD-10 codes that duplicate existing codes, whether the existing codes are active or inactive. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

Importing ZIP Codes

Import Type	Select ZIP Codes as the type of import file from the drop-down list to import ZIP code data from a ZPC file. This field is required.
Create Backup File	Select to create a backup file of the import. The backup confirmation and file name will appear in the Execute Import section (see below).
File to be imported	Enter the file path of the file to be imported or select Browse to locate the file in the File Selection page. See the File Selection topic. This field is required. The system clears this field, if it was previously filled, once you select an import type.
Import file format	Select Original format from the drop-down list to set the file format.
Import Settings	Select an Import Settings option. This setting is required. Purge existing ZIP codes: Select this option to remove all existing ZIP codes before importing the new codes. Add to existing ZIP codes: Select this option to add the new ZIP codes to the codes already in the system.
Delimiter	Select either the Tab or Vertical Bar "\|" options as the delimiter for ZIP codes.
Execute Import	Start Import: Select to begin the import process. You may stop the import process at any time by selecting Stop Import. An alert message appears reminding you to back up your database. Select OK to continue with the import. Select Cancel to cancel the import and perform a backup. While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.

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