Documentation Index
Fetch the complete documentation index at: https://docs.intelagent.ca/llms.txt
Use this file to discover all available pages before exploring further.
Overview
The Import feature allows you to upload large amounts of data from spreadsheet files, saving time on manual entry.Supported File Formats
- CSV (.csv)
- Excel (.xlsx, .xls)
Accessing Import
Click Import in the sidebar navigation.Import Process
Map Fields
Match columns from your file to IntelAGENT fields. The system attempts to auto-detect common column names.
Required Columns
At minimum, your import file must contain:| Column | Description | Example |
|---|---|---|
| Health Card Number | 10-digit OHIP number | 1234567890 |
| Version Code | 2-character code | AB |
| Service Date | Date of service | 2024-01-15 |
| Billing Code | OHIP billing code | A001A |
Optional Columns
| Column | Description |
|---|---|
| Patient First Name | Auto-filled if patient exists |
| Patient Last Name | Auto-filled if patient exists |
| Date of Birth | Format: YYYY-MM-DD |
| Sex | M or F |
| Facility | Facility name or code |
| Diagnostic Code | ICD code |
| Quantity | Number of units (default: 1) |
| Comments | Additional notes |
Field Mapping
During the mapping step:- Each column from your file appears on the left
- Select the corresponding IntelAGENT field from the dropdown
- Skip columns you don’t want to import
- Required fields must be mapped
Validation Errors
Common validation errors:- Invalid health card - Check the format (10 digits)
- Invalid billing code - Verify the code exists in OHIP schedule
- Missing required field - Ensure all required columns are mapped
- Invalid date format - Use YYYY-MM-DD format
Error Handling
When errors occur:- Download the error report
- Correct issues in your original file
- Re-upload the corrected file
Large File Imports
For files with many rows:- Progress bar shows import status
- You can navigate away; import continues in background
- Notification when complete