Patient Group Import

The Patient Group Import App enables you to create a patient group within Vision 3 from a spreadsheet. It is useful for sending recalls letters, SMS texts or general patient reporting.

To import a patient group from a spreadsheet:

  1. From Apps Controller, select System Utilities - Patient Group Import .
  2. From Imports - File:, click the browse button and navigate to the file you require.
Note - You may have to change the Files of type selection to find the spreadsheet you are importing.
  1. Highlight the file you require and select Open.
  1. File is populated with the spreadsheet name and Fields now displays the columns available.
  2. Complete as follows:
    • Import:
      • Start Import at Row - If the file you are importing contains one or more header rows, tick Has Headers and enter the first line of text to import here
      • Has Headers - Tick to exclude headers from import.

    • Separator Options:
      • Delimited - Characters separate fields - If you are importing data from a text file Delimited is enabled. Select the character that separates the values in your imported text file from the following selection:
        • Comma
        • Semicolon
        • Space
        • Tab
        • Fields enclosed with quotes

    • Fields - Right click a grid column header and select the appropriate title.

  • Warnings - The warnings allow you to specify how the app handles the imported data. For the forename, surname and DOB options you can specify any of the following options where a discrepancy exists, select a Warning level for the field:
  • Accept - Select to, in effect, ignore the mismatch and accept the details.
  • Warning - Flags a mismatch exists so you can check it.
  • Error - Any patients that have a mismatch on the selected field(s) is excluded from the group generated
  • NHS Number, CHI Number, H&C Number and Vision identifier (the unique identifiers) the app forces these to go into error so you cannot import a patient that doesn’t have a unique match.

  1. Select Import .
  1. The patients are imported and displayed in the top right pane.

  • Select Add to add additional patients to your group, select them in the usual way.
  • Select Print to print the group created, print preview displays. Select Print to print.
  1. Select Group to save the group you have created to Vision 3.
  2. The Create a Patient Group screen displays, enter a name for your group.

  1. Select OK, the Patient Group has been created message displays.
  1. Select OK, the group can now be used in the usual way throughout Vision 3.
Note - To print this topic select the printer in the top right corner and follow the on-screen prompts.