This entity represents all Clients configured for the practice which can include referral hospitals and referral doctors. The attached contains the required format for the Client.CSV with a sample record. 

 

The Type defines how the sample file handles the CSV data type to produce the double quote delimiters for each field. Make sure to change the custom field format if any if the fields noted as “integer” contain alphanumeric data.      

 

Fields:

Field Name

Type

Required

Description

AccountId

“string”

Y

Unique record ID 

FileNumber

“integer”

 

Identifier for physical file. Typically an integer. 

ClientTypeCode

“string”

 

Client type assigned in the PIMS typically for alert and/or discount purposes. Examples are ‘A’ for Active regular clients, ‘S’ for Senior citizen discount.

Salutation

“string”

 

Dr, Mrs, Ms, Miss, etc 

LastName

“string”

Y

Cient last name

FirstName

“string”

 

Client first name

MiddleName

“string”

 

Client middle name or initial

Address1

“string”

 

Address line 1

Address2

“string”

 

Address line 2

City

“string”

 

City

State

“string”

 

State abbreviation

Zip

“string”

 

Zip code

Country

“string”

 

 

County

“string”

 

 

Language

“string”

 

Language or locale

Email

“string”

 

Primary email address

Phone1AsIs

“string”

 

1st phone number as recorded

PhoneType1

“string”

 

1st phone number type – Cell, Home, Work etc

Phone2AsIs

“string”

 

2nd phone number as recorded

PhoneType2

“string”

 

2nd phone number type – Cell, Home, Work etc

Phone3AsIs

“string”

 

3rd phone number as recorded

PhoneType3

“string”

 

3rd phone number type – Cell, Home, Work etc

Employer

“string”

 

Employer name

SpouseNameFirst

“string”

 

Spouse/partner first name

SpouseNameLast

“string”

 

Spouse/partner last name

Alert

“string”

 

Text to be presented in alert pop-up window

Balance

“decimal”

 

Client balance due 

BalCur

“decimal”

 

Client current balance due (0-30 days)

Bal30

“decimal”

 

Client over 30 balance due (31-60 days)

Bal60

“decimal”

 

Client over 60 balance due (31-90 days)

Bal90

“decimal”

 

Client over 90 balance due (91-120 days)

Bal120

“decimal”

 

Client over 120 balance due (>120 days)

DiscountType

“string”

 

Discount type assigned in the PIMS (may be ClientType)

DiscountPct

“decimal”

 

Discount percentage associated with the DiscountType 

flgInactive

“bool”

 

true = Client is marked inactive in the PMS

flgSuspendReminders

“bool”

 

true = Client does not receive pet reminders

flgReferralHospital

“bool”

 

true = This client record is a referral hospital

flgReferralDoctor

“bool”

 

true = This client record is a referral doctor

ReferralId

“string”

 

ID denoting how client heard about practice, website, referral, paper, etc 

ReferralName

“string”

 

Name of referring client

Comments

“string”

 

 

Branch

“integer”

Y*

Sites.Id

*Branch is required for multi-site data sets.