Importing Data

If you want to import data from another application, into QuicDoc (e.g., a Billing application) you must first open the original application and save or export the records you want as a delimited text file. Delimited files MUST BE CREATED WITH A SPECIFIC FORMAT AND ORDER OF FIELDS to import them into QuicDoc. For information on exporting data, consult the other application's documentation.

Data from a delimited text file that can be imported into QuicDoc includes Patients, Providers, Insurance Companies, and Referral Sources.

Import Wizard

Import Specifications

To Import delimited text files

1.	Select the data you want to import (e.g. Patient, Insurance Company) by going to that list.

2.	From the File menu select Data Exchange...Import Delimited Text.

3.	The first panel of the Import Wizard appears, asking you the name and location of the file you want to import.

4.	Click the browse button to the right of the Filename And Location field, locate the file you want to import, and click Open.

5.	The exact location and name of the selected file appear in the Filename And Location field.

6.	From the Table to Import drop-down list, select the table or list to send imported data. If Patients, select a Therapist/Provider to associate with the imported patients.

Click Next.
The next panel asks how the delimited file is structured. Each record is made up of a line with fields separated by a comma, TAB, or other character. Each field on the line may also be enclosed by quotes, other character, or no character. This will depend the application you used to create the delimited file and the choices made when creating it.
Select the character (if any) which encloses each field, and the character separating each field. Then, if the first record contains field names, check Do Not Import First Record.

8.	In the Import Wizard panel, click Next. The next Import Wizard panel displays all records from the delimited file with the field name for each.

9.	Browse the records to make sure the data corresponds to the field names. If it does, click Finish to import the file.