Appointment shows standard appointments for patients as seen on the practice's appointment calendar. The attached contains the required format for the Appointment 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 |
AppointmentId |
| Y | Unique identifier for the appointment |
ClientAccountId | “integer” |
| Clients.PmsId must be unique |
PatientAccounttId | “integer” |
| Patients.PmsId must be unique and return ClientAccountID| |
ApptType | “string” |
| type of service (exam, vaccine, lab) - not standardized |
Resource | “string” |
| the first resource assigned to the appointment, not necessarily a doctor in the resources entity |
StartDateTime | “datetime” | Y | the date and start time of the appointment |
StopDateTime | “datetime” | Y* | the date and start time of the appointment |
ApptLength | “integer” | Y* | length of appointment in minutes |
ApptText |
|
| free-form note |
ApptStatus | “string” |
| schedule status (kept, checked-in, rescheduled) - not standardized |
Branch | “integer” | Y** | SiteId |
*ApptLength or StopDateTime is required. If both are provided, the ApptStopTime will be used to determine duration.
**Branch is required for multi-site data sets.