Imported Patients are archived
Abstract
When importing patient/client demographics into Capable 21C, the imported
patients are always archived. This knowledgebase article explains the
rationale behind this design condition.
Underlying challenge
When importing patient/client data from some other systems, it is possible to
determine whether the patient/client is still active or not. However, when
importing demographics alone (eg from a Microsoft Excel Spreadsheet, or a
generic Microsoft Access database), Capable 21C cannot reliably determine
whether the patient/client is still active or not.
For this reason, Capable 21C assumes that all patient/client data imported this
way should be considered inactive (eg archived). As a result, when
patient/client appointments are created, Capable 21C automatically unarchives
the patient/clients - leaving the patients without appointments as archived.
Resolution
When importing patient/client demographics, all patients/clients will be imported
archived.
When creating appointments for these imported patients/clients, Capable 21C will
automatically advise that the patient/client files will be reactivated. No
further action should be taken.
Detailed Information
Capable 21C normally archives patients/clients who have passed through the usual
patient/client tracking system (eg receive a Bring Up, a Recall and then a File
Closure notification). This is the only means by which Capable 21C can
automatically archive patients/clients who are active.
If the Capable 21C demographics import operated in the converse manner (eg import
all patients/clients as active), there would be no trigger or mechanism to
calculate and archive the patients/clients who should not be active.
|
This knowledge resource is designed
for use on a Windows (tm) XP system operating at a screen
resolution of 1024x768 or better. Windows Media Player must be
installed for this training resource to operate correctly.
Copyright 2008 Capable Software
Pty Ltd
Training Sessions
Fundamentals
Training Modules
Intermediate
Training Modules
Advanced
Training Modules
Other Resources
Return to Capable
Software home
Contact Technical Support
|