CSV Template for Adding Participants, Appointments, and 2 Misc Fields (24)
Before you fill out the CSV template, here are several important things to know:
test
- The template must be saved in CSV format.
- The template has 24 columns that must be present when used to import into Dialog Health.
- The Header Row should always be present, and must have the correct column count (24).
- You can import Patients with no Appointments, just make certain ALL Appointment Fields are blank for any row with just Patient information.
- To obtain a copy of the template, scroll down and download the attached file.
We will now take a walk though of each of the columns from left to right on the 24 column template. (Columns A through X)
Other things to know:
- To keep Messaging Campaigns accurate, It is important Appointments Cancelled and/or Rescheduled are updated in Dialog Health.
- If you have two phone numbers for a patient, you can use the Additional Phone Number column to add the second number. Dialog Health will try both numbers in order to validate the persons mobile number.
- In order to text a person, all you need is Last Name, First Name, Mobile Number and Patient ID.
- It is up to your discretion if you wish to utilize Columns E through L in order to better identify patients.
- There are certain scenarios when you may need to use columns M through X, which are reserved for appointment or event details.If this is the case then you will want to utilize the Patient Misc or Appointment fields.
Best Practices For Naming Your CSV
When naming your CSV file, the ideal configuration would identify which center the information is coming from + a short description of the contents + data & time:
Standard - CenterName_ContentDescription_MMDDYY_HHMM.csv
Examples:
- MainStreetHealth_AllPatientVisits_011521_0630.csv
- GeneralHospital_Discharges_120221_1159.csv
- BroadwayCare_SpineProcedures_060621_0545.csv
Please contact your Dialog Health contact or email Support@DialogHealth.com and a member of our team can help you decide the best approach to use.
Our support line is monitored Monday through Friday from 8:00 am – 6:00 pm CST
Related Articles
CSV Template for Adding Multiple Locations, Participants, Appointments and 10 Misc Fields (33)
Navigating the 33-Column CSV File: A Beginner's Guide The 33-Column CSV file serves as a medium through which Dialog Health can transfer your data to our platform. This file is exclusively designated for adding participant data, and appointment/event ...CSV Template for Adding Participants, Appointments and 10 Misc Fields (32)
How to Fill Out the 32-Column CSV File This file is our most inclusive file type which holds participant, appointment, and appointment miscellaneous data. The 32-Column CSV file is what Dialog Health utilizes to transfer your data to our platform. ...CSV Template for Adding Participants Only (17)
Navigating the 17-Column CSV File: A Beginner's Guide The 17-Column CSV file serves as a medium through which Dialog Health can transfer your data to our platform. This file is exclusively designated for adding participant data and does not include ...How to Upload a CSV File to Your Console - Patients
How to Upload a CSV File to Your Console To load the CSV file via the Dialog Health user interface, here are the steps you need to follow: 1. Log into your Dialog Health console 2. Click the Patients tab 3. Click on the Import Patients button 4. A ...Manually Adding An Individual to Your Console
Manually Adding An Individual to Your Console If you'd like to add an individual to your console and would prefer to skip the CSV method, check out the following instructions on how to do so with your Dialog Health Console: 1. Login to your Dialog ...