This entity represents all employees configured for the practice, which can include doctors, exam rooms, equipment, etc.
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.
The attached contains the required format for the Employees.CSV with a sample record.
* Employees are only converted once, during the first data conversion pass. We do not reconvert these entities at the time of the final because customers are instructed to make setup changes directly in Pulse throughout the trial training period. Note: If new employees are created in the source system after the first data conversion pass and they are linked to patient history (providers), please resubmit your employee list at the time of the final conversion. These employees should be manually created in Pulse so they can access the system before go-live day. When we process the final conversion, we'll load any new providers into Pulse as "Inactive" employees, which ensures converted medical records reflect the correct provider. Converting them as "Inactive" ensures the entry won't interfere with the existing Employee already configured in Pulse.
Fields:
Field Name | Type | Required | Description |
Salutation | “string” |
| |
LastName | “string” | Y | employee last name |
FirstName | “string” |
| employee first name |
Abbreviation | “string” | Y | Employee unique code (abbreviation or other code) used in the PIMS |
DisplayName | “string” |
| employee name as displayed on reports/invoices |
Address1 | “string” |
| Address line 1 |
Address2 | “string” |
| Address line 2 |
City | “string” |
| City |
State | “string” |
| State abbreviation |
Zip | “integer” |
| Zip code |
“string” |
| Email address | |
Phone1AsIs | “string” |
| 1st phone number as recorded |
PhoneType1 | “string” |
| Home, mobile, office, etc |
Phone2AsIs | “string” |
| 2nd phone number as recorded |
PhoneType2 | “string” |
| Home, mobile, office, etc |
Phone3AsIs | “string” |
| 3rd phone number as recorded |
PhoneType3 | “string” |
| Home, mobile, office, etc |
Phone4AsIs | “string” |
| 4th phone number as recorded |
PhoneType4 | “string” |
| Home, mobile, office, etc |
flgProvider | “bool” |
| true = Employee is marked as a doctor in the PIMS |
flgInactive | ”bool” |
| true = Employee is marked inactive in the PMS |
DEA | “string” |
| National ID number for provider |
License | “string” |
| State license number for provider |
Branch | ”integer” | Y* | Sites.Id |
*Branch is required for multi-site data sets.