Integration
.csv Integration

Internal IDs for .csv integration

Last update
June 27, 2022

For practices that import data via .csv, Patients and Injuries require a unique Internal ID number for import. These Internal ID numbers are how DaisyBill determines when to create new patients and injuries or match data to existing patients and injuries.

Note: This functionality is only applicable to practices that import data into DaisyBill in the .csv format.

A. View Patient Internal ID

B. Add/Edit Patient Internal ID

C. View Injury Internal ID

D. Add/Edit Practice Internal ID

A. View Patient Internal ID

The Patient Practice Internal ID appears at the bottom of the Patient Information section on the Patient page.

B. Add/Edit Patient Internal ID

To add or edit a Patient Practice Internal ID, navigate to the Injury page and click ‘Edit’

The Patient Practice Internal ID field is listed at the bottom of the page, under ‘Optional’.

C. View Injury Internal ID

The Injury Practice Internal ID appears at the bottom of the Injury Information section on the Injury page.

D. Add/Edit Practice Internal ID

To add or edit an Injury Practice Internal ID, navigate to the Injury page and click ‘Edit’

The Injury Practice Internal ID field is listed at the bottom of the page, under ‘Optional’.

Managing your imported patients is a breeze!

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