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