Set up Patient Import File

Whether you download the ready-to-use template or upload your own file, certain information must be provided in the file.

To successfully import patient data, the following patient import file best practices include:

• Download the provided template file on the Import tab. This file contains the correct column headers and multiple-choice drop-down lists are automatically mapped upon upload.

• Use a Microsoft Excel^® or CSV files are accepted formats. (Excel^® is preferred)

  Some characters, such as apostrophes and quotation marks, may cause an upload failure in a comma-separated value (CSV) file.

• Include a header row (optional) for the solution to automatically map columns to the correct EMTrack Field Names instead of manually mapping each row to the correct column header every time you upload a file.

Template Data Columns

The template file contains the following data columns:

Template data columns and descriptions

EMTrack Field Column	Required	Description	Format
ID#	Yes	Patient's primary ID - a series of letters and/or numbers used to track the patient; a period (.) is a valid character This is a required field.	Free text
First Name	No	Patient's first name	Free text
Middle Name	No	Patient's middle name	Free text
Last Name	No	Patient's last name	Free text
Alternate ID	No	Patient's alternate ID - only one alternate ID can be included in the import file	Free text
Gender	No	Patient's gender identity	Drop-down list
Ethnic Background	No	Category of people that the person identifies with, usually based on a shared social, cultural or national heritage.	Drop-down list
Date of Birth	No	Patient's date of birth - the following formats are accepted:	yyyy-MM-dd MM/dd/yy MM/dd/yyyy
Age	No	Patient's age	Number between 0-120; used in conjunction with a selected unit
Age Unit	No	Unit of age	Drop-down list
Triage Category	No	Patient's triage category	Drop-down list
Complaint Category	No	Category that best describes the person's primary complaint.	Drop-down list
Complaint Description	No	More information about the person's primary complaint.	Free text
Symptoms	No	Physical or mental features regarded as a condition of disease.	Drop-down list
Symptoms Comment	No	Additional information the user feels would be helpful to document.	Free text
Street Address	No	Patient's home street address	Free text
City	No	City of patient's address	Free text
State	No	State of patient's address	Free text
ZIP/Postal Code	No	ZIP code of patient's address	Free text
Country	No	Country patient resides.	Drop-down list
Phone Number	No	Patient's primary phone number	The following formats are accepted: ########## ###-###-#### ###.###.####
Email	No	Electronic mail address at which the person can be contacted.	Free text
Height (ft' in")	No	Measurement of the person from head to foot while standing.	Number between 0-9 in US customary feet (ft) and 0-11 inches (in)
Height (cm)	No	Measurement of the person from head to foot while standing.	Number between 0-300 in metric centimeters (cm)
Weight (lbs)	No	Amount the person weighs.	Number between 0-2000 in US customary pounds (lbs)
Weight (kg)	No	Amount the person weighs.	Number between 0-1000 in metric kilograms (kg)
Notes	No	Notes about patient	Free text; up to 5,000 characters