This guide reviews the requirements and steps for basic data integration. Basic integration is data uploaded in .csv, .xls, .xlsx, or .txt format.
These steps guide you through using the Upload Visits page. Files need to include complete patient and visit data.
File size limit
The largest file size you can manually upload is 250 MB.
1. Log in to MIPSpro and open your dashboard.
2. Click Continue next to Quality.
3. Click Go To Page from the Data Integration row.
4. Click Upload Visits.
5. Select Choose a file from your computer and select the correct file. You can also drag and drop the file into the gray rectangle.
6. A modal will open with 3 questions:
- Do you want to overwrite manual updates with this file? Our default and recommended option is No.
- Does this file have column headers?
- When encountering existing visits with codes, do you want to overwrite all codes or append new ones from this file? Our default and recommended option is Append.
- For instances when you need to correct previous data, Overwrite may be required. Talk with Customer Support before choosing the overwrite option.
7. Make sure the title of each drop-down matches the title of the column heading underneath. You can make changes by selecting the correct title from the drop-down to match the title of the column heading.
8. Click Complete Upload Process.
9. Once the upload is finished, the status will display as Complete. Processing time depends on file size. Larger files may take 20-plus minutes to process.
10. You can review all uploaded files in the Uploaded Visits Files section by clicking on the information icon (lowercase i in a blue circle) in the Details column.
This article was updated Dec. 5, 2024.