This entity represents all ClientTypes configured for the practice. The link contains the required format for the ClientType 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 |
ClientTypeCode | “string” | Y | 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. |
ClientTypeDescription | “string” | Y | Description of the client type |