This entity represents scheduled appointments in the practice management system. The attached contains the required format for the ISchedule.CSV with a sample record.
The Type defines how the sample file handles the data type to produce the correct delimiters for each field. Make sure to change the custom field format if any fields noted as "integer" contain alphanumeric data.
Fields
Field Name | Required | Type | Description |
SiteID |
| nvarchar(MAX) | Id of site if more than one site location is being converted |
Type |
| nvarchar(MAX) | type of service (exam, vaccine, lab) - not standardized |
InstanceType |
| nvarchar(MAX) |
|
Description |
| nvarchar(MAX) | free-form note |
StartDateTime | Y | datetime2(7) | the date and start time of the appointment |
EndDateTime | Y | datetime2(7) | the date and start time of the appointment |
CreateDateTime |
| datetime2(7) |
|
Duration | Y | int | length of appointment in minutes |
ScheduledByID |
| nvarchar(MAX) | the first resource assigned to the appointment, not necessarily a doctor in the resources entity |
ScheduledByName |
| nvarchar(MAX) |
|
Status |
| nvarchar(MAX) | schedule status (kept, checked-in, rescheduled) - not standardized |
TrackingStatus |
| nvarchar(MAX) |
|
StatusID |
| nvarchar(MAX) |
|
ClientID | Y | nvarchar(4000) | Clients.PmsId must be unique |
PatientID | Y | nvarchar(4000) | Patients.PmsId must be unique and return ClientAccountID| |
ClientPmsID |
| nvarchar(MAX) |
|
PatientPmsID |
| nvarchar(MAX) |
|
[Key] |
| nvarchar(4000) | unique id for the record. This needs to be the same between trial and final |
PmsID |
| nvarchar(MAX) | The can be the same as the key. |