Case File
This feature is only available in Import Wizard's plus module. It lets you build cases in Medisoft using input in the form of CSV file. Note that row 1 is not used. This row can contain column names or a comment.

Key for Type column:
Text = alpha characters (e.g. a, b, c)
Numeric = numbers, whole and fractions e.g. (20.00,-7.50,-4,65)
Date = a YYYYMMDD format or MM/DD/YYYY (e.g. 20020625 or 06/25/2002).

See notes below Column# Data Element Data Type Max. Length Remark
** 1 Patient's Chart or ID#2 or SSN Text 15
*- 2 Provider Code or NPI# or SSN/TaxId Text 15 00000 when left empty
*- 3 Carrier #1 Text 5
* 4 Policy #1 Text 20
* 5 Copay Numeric 20
*- 6 Carrier #2 Text 5
* 7 Policy #2 Text 20
* 8 Description Text 30
*- 9 Guarantor Text 8 Same as chart# when left empty

Note:
* field is desirable
*- field can be empty but if a value is provided then it must exist in Medisoft
** Required field and its value must exist in Medisoft