More Detailed CSV Import
J
Jacob Bloom
CSV fields like appointment type, purpose, and DOB to be pulled into the note automatically, so it’s easier to handle multiple people per day. It shouldn't have to be a manual process in the Context tab for each patient if all the information is already provided in the CSV.
Phil from Heidi
Hi Jacob
Thanks for this idea. Are you currently using the CSV upload functionality for the schedule?
Quick questions:
- Where would you be exporting that info from? I assume your EHR?
- How are you inputting this information today? For each session are you adding it to context each time?