Medisoft Utilities Import Data Records
Medisoft Utilities Import Data Records
The Import Data Records utility lets you import data into a Medisoft practice. First you have to create an export file using the Export Data Records utility. Then you can import that file using the Import Data Records utility.
To open the utility, highlight Import Data Records in the Utility tree of the Medisoft Utilities window and click OK. A backup warning appears. If you want to make a backup, click Backup Data Now. To continue without making a backup, click Continue w/o Backup. The Import Data Records window opens.
Export File Path and Name: Enter the path and name of the export file. To browse to the location of the export file, click the Find button.
Password: If you entered a password when you created the export file in the Export Data Records utility, you must enter the same password here.
Destination Path: This field displays the location of the practice into which you are importing the data. You cannot change the destination here. You would have to cancel the utility and change practices in the Medisoft Utilities window.
Import All: Click this button to import all the tables included in the export file.
Duplicate Key Values: If you import data into a practice that already has data, you may import duplicate records. Click the down arrow to select how you want to import these duplicate records. You can ignore the duplicate record, enter a new code for the duplicate yourself, or have the utility automatically create a new code for the duplicate. If you ignore the duplicate, it will not be imported. If you tell the utility to prompt you for a new code or if you have the utility automatically create a new code, you will have the duplicate and the original records in your practice once you import the data. See Key Record Exists for information on manually creating a new code.
Export File Tables: The tables in this list are the tables included in the export file. You can manually select the tables you want to import or click the Import All box to import everything.
Import: Click this button to import the data. You must have at least one table selected for the button to be available.
Close: Click this button to exit the window.