Changes between Version 1 and Version 2 of CiviCRM HowTo Import Patients into a Study from a CSV file

Timestamp:

06/25/15 11:43:13 (10 years ago)

Author:

Richard Bramley

Comment:

--

CiviCRM HowTo Import Patients into a Study from a CSV file

@@ -5 +5 @@
 == Process Overview
 
-1. Import patients into CiviCRM
-2. Create Study Enrollment for the Imported Patients
+1. Define Import File
+2. Match Fields
+3. Define Group for Imported Patients
+4. Review Import
+5. Remove patients from group that already have an enrollment in the required study.
+6. Create study enrollment for the remaining contacts.
+
+== Process Detail
+
+=== 1. Define Import File
+
+1. Choose the {{{Import Contacts}}} item from the {{{Contacts}}} menu of CiviCRM.
+2. Select the import file and define it's characteristics.
+ * Make sure to choose contact subtype of {{{Subject}}}.
+ * Choose the dedupe rule {{{Email, NHS Number, UHL S Number - Unsupervised}}}
+ * Only choose the {{{update}}} option for {{{For Duplicate Contacts}}} if you are sure that your details are correct and more up to date than the details already in CiviCRM
+
+=== 2. Match Fields
+
+1. Select the matching CiviCRM field for each of the appropriate columns in the CSV file.
+ * Not all fields need to be imported.
+ * Make sure to define matches for email, NHS number and UHL S Number, so that duplicate matching cane be done.
+
+=== 3. Define Group for Imported Patients
+
+1. Select the option {{{Add imported records to a new group}}}
+ * Give the group an appropriate name.
+ * Use a date in the name to avoid duplicate name.
+ * Delete the group when the import has been successfully completed.
+
+=== 4. Review Import
+
+1. If duplicates have been found download the list of duplicates and validate.
+2. You may decide to import these manually, or import again, updating duplicates.
+
+=== 5. Remove patients from group that already have an enrollment in the required study.
+
+1. Perform an {{{Advanced Search}}} from the {{{Search}}} menu, for all contacts that have a Study Enrollment for the required study.
+2. Select all contacts and choose the {{{Remove Contacts from Group}}} option from the actions drop down.
+3. Select the newly created group from the {{{Select Group}}} drop down and click the {{{Remove from Group}}} button.
+
+=== 6. Create study enrollment for the remaining contacts
+
+1. Choose the {{{Find Contacts}}} option from the {{{Search}}} menu.
+2. Select the newly created group from the groups drop down and click {{{Search}}}.
+3. Select all the contacts and select the {{{Create enrollment for each}}} action from the actions drop down.
+4. Enter the appropriate enrollment details and click {{{Create Study Enrollments}}} button.
 
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