Hero Health - EMIS Web Support Guide

How do I properly format CSV files to ensure a successful import of demographic data into a PCN Hub?

Using EMIS
Advanced

Formatting CSV files correctly is vital for importing demographic data into the EMIS PCN Hub efficiently. To ensure a successful import, adhere to the following guidelines:

CSV Delimiter

Always use a pipe (|) as the delimiter in your CSV files. This is crucial to avoid issues with parsing the data correctly.

Text Qualification

Avoid enclosing text fields in quotation marks. For example, the Unique Patient Identifier (UPI) should be displayed as 12345 and not “12345”.

Data Validation and Preparation

Before submitting your CSV, check the file using Notepad or Notepad++. This helps prevent Excel-related errors, such as the removal of leading zeros from numbers. Avoid adding spaces to fields like the NHS number or postcodes.

“Employing proper CSV formatting saves time and reduces administrative workload, facilitating efficient data migration into the PCN Hub.”

File Structure and Naming

Name your file Demographics.csv and ensure the header line contains all necessary fields, such as:

UPI|NHSNumber|Title|Forename|CallingName|Surname|DateOfBirth|Sex|…|Postcode

Ensure that all fields adhere to the required formats, such as date fields formatted as DD/MM/YYYY or numeric fields without spaces.

Submission

Utilise the EMIS Migration Team’s secure SFTP server to send CSV files. Confirm the upload via email by providing a row count for validation against the submitted data.

This meticulous preparation ensures the demographic data is imported accurately, minimising errors and delays in patient tracing and registration processes.

Category
Using EMIS
Sub category
Getting started - Clinical services
Difficulty
Advanced

You might also be interested in...

No items found.

Common questions

Frequently asked questions related to this topic

What delimiter should I use in CSV files for demographic data import into EMIS PCN Hub?

What headers and formats should be used in the CSV for importing into EMIS PCN Hub?

What happens if a patient is not found in the EMIS PCN Hub upon first use?

What is Hero Health?

Hero is an EMIS and Systm1 integrated messaging, scheduling and triage solution for NHS GPs. You can think of us as an Accurx alternative, but with more sophisticated appointment booking and more configurable care navigation triage.

Learn more