Use the Import Configuration page to import additives, collection methods, ICD General Equivalence Mapping, CodeMap® ICD General Equivalence Mapping, CodeMap® PHIN VADS, order choices, ICD-9/ICD-10 codes, CPT codes, locations, users, medical necessity (validation) data, modifiers, observation methods, SNOMED codes, source sites, ZIP codes, insurance, specimen sources, specimen source categories, LOINC codes, medications and aliases, metabolites, and UCUM codes. Note that all fields are required.
Click the Administration menu button, click the Manage button, and then click the Import Configuration submenu link. You must have the necessary security permissions to access the Administration menu button.
When you click the Administration menu button, Copia opens the main Administration menu, which contains administrative menu buttons, including the Manage menu. To return to the main menu for Copia, click the Lab Tasks menu button.
Place the imported files in the Copia temp folder on the server where the Copia server application is running. Typically, the file path to the Import Directory is C:\Orchard\apps\Copia\temp\import.
Create a backup of your database to ensure recovery if the import fails, or is cancelled before completion.
Click the Create Backup File button to create a file with a date stamp and the extension of the type of file you are backing up (order choices, ICD-9 codes, CPT codes, validation sets, locations, users, or ZIP codes). Copia displays a message at the bottom of the page stating if the backup was successful. Note the following when backing up data:
For validation set backups, you must select the validation set before clicking the button.
For user backups, you must select a host before clicking the button. Copia will export records for all users with a host code for the selected host.
For location backups, Copia includes a row for each practice that is referenced in the file.
Select the type of import file from the Import Type drop-down list. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
Click the Host to associate the import with drop-down list to select a host to associate the additive import with.
Select the Add to existing additives (Leaves existing additives unchanged and only creates new additives) radio button located in the Import Settings section to have Copia add the previously selected additives to existing additives in Copia. This option leaves existing additives unchanged and only creates new additives in Copia.
Select the Update existing additives and add new additives radio button located in the Import Settings section to have Copia update the existing additives in Copia while adding any new additives that have been created.
You may use a tab as the Delimiter for all additives.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
Click the Host to associate the import with drop-down list to select a host to associate the collection method import with.
Select the Add to existing collection methods (Leaves existing collection methods unchanged and only creates new collection methods) radio button located in the Import Settings section to have Copia add the previously selected collection method to existing collection methods in Copia. This option leaves existing collection methods unchanged and only creates new collection methods in Copia.
Select the Update existing collection methods and add new collection methods radio button located in the Import Settings section to have Copia update the existing collection methods in Copia while adding any new collection methods that have been created.
You may use a tab as the Delimiter for all collection methods.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Click the ICD GEM Type drop-down list to select either "ICD-9 to ICD-10" or "ICD-10 to ICD-9" in order to obtain the ICD equivalence between code sets. This field is required.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
You may use a tab as the Delimiter for all ICD General Equivalence Mapping.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Importing CodeMap® ICD General Equivalence Mapping
Select the type of import file from the Import Type drop-down list. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Click the ICD GEM Type drop-down list to select either "ICD-9 to ICD-10" or "ICD-10 to ICD-9" in order to obtain the ICD equivalence between code sets. This field is required.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
You may use a tab as the Delimiter for all CodeMap® ICD General Equivalence Mapping.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the
Admin:
File Selection topic. This field is required.
Click the Host to associate the import with drop-down list to select a host to associate the CodeMap® PHIN VADS: Additives import with.
Select the Add to existing CodeMap® PHIN VADS: Additives (Leaves existing CodeMap® PHIN VADS: Additives unchanged and only creates new CodeMap® PHIN VADS: Additives) option located in the Import Settings section to have Copia add the previously selected CodeMap® PHIN VADS: Additives to existing CodeMap® PHIN VADS: Additives in Copia. This option leaves existing CodeMap® PHIN VADS: Additives unchanged and only creates new CodeMap® PHIN VADS: Additives in Copia.
Select the Update existing CodeMap® PHIN VADS: Additives and add new CodeMap® PHIN VADS: Additives option located in the Import Settings section to have Copia update the existing CodeMap® PHIN VADS: Additives in Copia while adding any new CodeMap® PHIN VADS: Additives that have been created.
You may use a tab as the Delimiter for all CodeMap® PHIN VADS: Additives.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the
Admin:
File Selection topic. This field is required.
Click the Host to associate the import with drop-down list to select a host to associate the CodeMap® PHIN VADS: Collection Methods import with.
Select the Add to existing CodeMap® PHIN VADS: Collection Methods (Leaves existing CodeMap® PHIN VADS: Collection Methods unchanged and only creates new CodeMap® PHIN VADS: Collection Methods) option located in the Import Settings section to have Copia add the previously selected CodeMap® PHIN VADS: Collection Methods to existing CodeMap® PHIN VADS: Collection Methods in Copia. This option leaves existing CodeMap® PHIN VADS: Collection Methods unchanged and only creates new CodeMap® PHIN VADS: Collection Methods in Copia.
Select the Update existing CodeMap® PHIN VADS: Collection Methods and add new CodeMap® PHIN VADS: Collection Methods option located in the Import Settings section to have Copia update the existing CodeMap® PHIN VADS: Collection Methods in Copia while adding any new CodeMap® PHIN VADS: Collection Methods that have been created.
You may use a tab as the Delimiter for all CodeMap® PHIN VADS: Collection Methods.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the
Admin:
File Selection topic. This field is required.
Click the Host to associate the import with drop-down list to select a host to associate the CodeMap® PHIN VADS: Modifiers import with.
Select the Add to existing CodeMap® PHIN VADS: Modifiers (Leaves existing CodeMap® PHIN VADS: Modifiers unchanged and only creates new CodeMap® PHIN VADS: Modifiers) option located in the Import Settings section to have Copia add the previously selected CodeMap® PHIN VADS: Modifiers to existing CodeMap® PHIN VADS: Modifiers in Copia. This option leaves existing CodeMap® PHIN VADS: Modifiers unchanged and only creates new CodeMap® PHIN VADS: Modifiers in Copia.
Select the Update existing CodeMap® PHIN VADS: Modifiers and add new CodeMap® PHIN VADS: Modifiers option located in the Import Settings section to have Copia update the existing CodeMap® PHIN VADS: Modifiers in Copia while adding any new CodeMap® PHIN VADS: Modifiers that have been created.
You may use a tab as the Delimiter for all CodeMap® PHIN VADS: Modifiers.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the
Admin:
File Selection topic. This field is required.
Click the Host to associate the import with drop-down list to select a host to associate the CodeMap® PHIN VADS: Observation Methods import with.
Select the Add to existing CodeMap® PHIN VADS: Observation Methods (Leaves existing CodeMap® PHIN VADS: Observation Methods unchanged and only creates new CodeMap® PHIN VADS: Observation Methods) option located in the Import Settings section to have Copia add the previously selected CodeMap® PHIN VADS: Observation Methods to existing CodeMap® PHIN VADS: Observation Methods in Copia. This option leaves existing CodeMap® PHIN VADS: Observation Methods unchanged and only creates new CodeMap® PHIN VADS: Observation Methods in Copia.
Select the Update existing CodeMap® PHIN VADS: Observation Methods and add new CodeMap® PHIN VADS: Observation Methods option located in the Import Settings section to have Copia update the existing CodeMap® PHIN VADS: Observation Methods in Copia while adding any new CodeMap® PHIN VADS: Observation Methods that have been created.
You may use a tab as the Delimiter for all CodeMap® PHIN VADS: Observation Methods.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the
Admin:
File Selection topic. This field is required.
Click the Host to associate the import with drop-down list to select a host to associate the CodeMap® PHIN VADS: Sample Types import with.
Select the Add to existing CodeMap® PHIN VADS: Sample Types (Leaves existing CodeMap® PHIN VADS: Sample Types unchanged and only creates new CodeMap® PHIN VADS: Sample Types) option located in the Import Settings section to have Copia add the previously selected CodeMap® PHIN VADS: Sample Types to existing CodeMap® PHIN VADS: Sample Types in Copia. This option leaves existing CodeMap® PHIN VADS: Sample Types unchanged and only creates new CodeMap® PHIN VADS: Sample Types in Copia.
Select the Update existing CodeMap® PHIN VADS: Sample Types and add new CodeMap® PHIN VADS: Sample Types option located in the Import Settings section to have Copia update the existing CodeMap® PHIN VADS: Sample Types in Copia while adding any new CodeMap® PHIN VADS: Sample Types that have been created.
You may use a tab as the Delimiter for all CodeMap® PHIN VADS: Sample Types.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the
Admin:
File Selection topic. This field is required.
Click the Host to associate the import with drop-down list to select a host to associate the CodeMap® PHIN VADS: Source Sites import with.
Select the Add to existing CodeMap® PHIN VADS: Source Sites (Leaves existing CodeMap® PHIN VADS: Source Sites unchanged and only creates new CodeMap® PHIN VADS: Source Sites) option located in the Import Settings section to have Copia add the previously selected CodeMap® PHIN VADS: Source Sites to existing CodeMap® PHIN VADS: Source Sites in Copia. This option leaves existing CodeMap® PHIN VADS: Source Sites unchanged and only creates new CodeMap® PHIN VADS: Source Sites in Copia.
Select the Update existing CodeMap® PHIN VADS: Source Sites and add new CodeMap® PHIN VADS: Source Sites option located in the Import Settings section to have Copia update the existing CodeMap® PHIN VADS: Source Sites in Copia while adding any new CodeMap® PHIN VADS: Source Sites that have been created.
You may use a tab as the Delimiter for all CodeMap® PHIN VADS: Source Sites.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
CPT: Import a set of CPT (procedure) codes and descriptions from a CPT file.
ICD-9: Import a set of ICD-9 codes and descriptions from an ICD file. Note that Copia will pad all ICD-9 codes to have three digits before the decimal point when importing codes.
ICD-10: Import a set of ICD-10 codes and descriptions from an ICD file. Note that Copia will pad all ICD-10 codes to have three digits before the decimal point when importing codes.
Selecting ICD-10 from the Import Type drop-down list will display a Create Backup File button. Click Create Backup File to display the Export Type pop-up. Click CMS ICD-10 Format, CodeMap(R) ICD-10 Format, or Original Format to select it as the export type. Copia will process the export, and the Backup Complete information will appear in the Execute Import section.
Click the Create Backup File button to create a backup file of the import. The backup confirmation and file name will appear in the Execute Import section of the Import Configuration page.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
Select the scope of the import. Copia selects "Complete Import" by default.
Complete Import: Select this option to import all codes in the file and to inactivate any codes already in the system that are not in the file you are importing.
Partial Import: Select this option to import all codes in the file but to leave any codes already in the system as they are.
You may use a comma as the Delimiter for ICD-9 files and the new line delimiter for CPT files. Use the CMS ICD-10 Format or CodeMap® ICD-10 Format as the Delimiter for ICD-10 files.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list to import insurance data from an IDX file. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Click the Create Backup File button to create a backup file of the import. The backup confirmation and file name will appear in the Execute Import section of the Import Configuration page.
Click the Search button next to the Practice field to select the practice to which the imported insurance will be associated in the Practice Search page, or click the Clear button to clear the selected practice and associate the imported insurance to all practices. See the Admin: Practice Search topic. If available, Copia uses the validation set from the selected practice.
Click the Use System Maintained Insurance button to use insurance data that is maintained in the Copia system.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
Click the Host to associate the import with drop-down list to select a host to associate the insurance import with.
You may select either a tab or a vertical bar ("|") as the Delimiter for insurance.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears. When insurance data is imported, the "Company ID" is assigned as the Insurance Company Host Code, and the "Plan ID" is assigned as the Insurance Plan Host Code for the host associated with import.
Select the type of import file from the Import Type drop-down list to import LOINC codes from an LNC file. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
Select an Import Settings option. This setting is required.
Purge existing LOINC codes: Select this option to remove all existing LOINC codes before importing the new codes.
Add to existing LOINC codes: Select this option to add the new LOINC codes to the codes already in the system.
You may select a comma (",") as the Delimiter by clicking on the radio button next to the delimiter.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Note that the "LOINC Codes (loinc.org)" Import Type no longer requires
HL7 2.5.1 enabled through the license to use.
Select the type of import file from the Import Type drop-down list to import LOINC codes from an LNC file. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
Select an Import Settings option. This setting is required. Enter the LOINC code version in the LOINC Version field to specify the version of LOINC codes being used. The user must specify the LOINC version when using the LOINC Codes (loinc.org) import type.
Purge existing LOINC codes: Select this option to remove all existing LOINC codes before importing the new codes.
Add to existing LOINC codes: Select this option to add the new LOINC codes to the codes already in the system.
Update existing LOINC codes and add new LOINC codes: Select this option to update LOINC codes while adding any new LOINC codes in Copia.
You may select a tab as the Delimiter by clicking on the radio button next to the delimiter.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list to import medication aliases from an ALI file. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
Select an Import Settings option. This setting is required.
Add to existing medication aliases (Leaves existing medication aliases unchanged and only creates new medication aliases): Select this option to add the new medication aliases into the Copia system.
Remove existing medication aliases and add new medication aliases: Select this option to remove existing medication aliases from Copia followed by adding new medication aliases into Copia.
You may select a tab as the Delimiter by clicking on the radio button next to the delimiter.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list to import medications from an MED file. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
Select the Automatically create Sync 2.x mappings for the imported Copia records for the selected host checkbox to allow Copia to automatically create sync records for a Harvest LIS host when performing the import. When the checkbox is selected, the Host to associate the import with field will appear underneath it so that the user can select the host to use for syncing. The Host to associate the import with field is required to have a host selected when the checkbox is selected. The created/updated medications will automatically be synced with the selected Harvest LIS host when the import is ran as long as the medications in the import have a Harvest LIS record key specified in the first column and that the record key has not already been used to sync a medication with the specified host.
Select an Import Settings option. This setting is required.
Add to existing medications (Leaves existing medications unchanged and only creates new medications): Select this option to add the new medications into the Copia system.
Update existing medications and add new medications: Select this option to update medications while adding any new medications in Copia.
You may select a tab as the Delimiter by clicking on the radio button next to the delimiter.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list to import metabolites from an MET file. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
Select an option from the Import file format drop-down list. Select either "Original format" or "Match column headers" from the drop-down list.
You may select a tab as the Delimiter by clicking on the radio button next to the delimiter.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click the OK button to continue with the import. Click the Cancel button to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Importing Locations, Order Choices, Patients, and Users
Select the type of import file from the Import Type drop-down list. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Locations: Import location information from a (LOC) file. Depending on the contents of this file, Copia will import only practices or import practices and locations.
Order Choices: Import order choice information from a (PNL) file. Select either Original format or Match column headers from the Import file format drop-down list.
Patients: Import patient records from a (PAT) file.
Users: Import user information from a (STF) file. Note that the host codes for locations must be set up before importing users will work. Also, if an imported user code would duplicate an existing user code, Copia will not import the user and will log a message stating why the user was not imported.
Click the Create Backup File button to create a backup file of the import. The backup confirmation and file name will appear in the Execute Import section of the Import Configuration page. This button only appears for locations, order choices, and users.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
Select an option from the Import file format drop-down list to specify the type of imported file format to be used. Select either "Original format" or "Match column headers" from the list. When "Match column headers" is selected, Copia will accept a file where the first line represents field names from the database that they correspond to. In addition, specially-named columns will perform certain specialized functions.
Select the
option to automatically synchronize location, order choice, and user records with Harvest LIS. Note: An Error Log message will be stored if an error occurs when attempting to create the synchronization map for an imported record. This does not appear for patients.
For location, patient, or user imports, associate a host to the import type, if available. Select the host from the Host to associate the import with drop-down list. If you cannot find the desired host, create a new host using the Hosts details page. See the Admin: Hosts topic.
This field is required.
For order choice imports, select either Commit Import or Discard Import for the Commit import even if host code error occurs option to determine whether or not Copia should import the order choices in the selected file if there is a host code error. By default, Copia commits the import.
You may use a vertical bar ("|") as the Delimiter for order choices, locations, and patients. You may also use the tab delimiter for order choices and locations.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button. For order choice imports, note that if any of the host codes in the import file match any of the host codes in the file or any of the host codes already assigned to order choices in Copia for the host system, Copia prompts you to choose whether or not to continue importing the data. Also, if
Copia finds two matching host codes for the same host that are linked to different order choices, and then it generates an error message and rejects the entire import.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list to import modifiers. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
Click the Host to associate the import with drop-down list to select a host to associate the modifier import with.
Select the Add to existing modifiers (Leaves existing modifiers unchanged and only creates new modifiers) radio button located in the Import Settings section to have Copia add the previously selected modifiers to existing modifiers in Copia. This option leaves existing modifiers unchanged and only creates new modifiers in Copia.
Select the Update existing modifiers and add new modifiers radio button located in the Import Settings section to have Copia update the existing modifiers in Copia while adding any new modifiers that have been created.
You may select a tab as the Delimiter by clicking on the radio button next to the delimiter.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list to import observation methods from an obs file. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
Click the Host to associate the import with drop-down list and select a host. Click the host to populate the field.
Select an Import Settings option. This setting is required.
Add to existing observation methods (Leaves existing observation methods unchanged and only creates new observation methods): Select this option to add the new observation methods in Copia.
Update existing observation methods and add new observation methods: Select this option to update observation methods while adding any new observation methods in Copia.
You may select a tab as the Delimiter by clicking on the radio button next to the delimiter.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list to import SNOMED codes from an smd file. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
Select an Import Settings option. This setting is required. Enter a code system in the SNOMED Code System field to specify a SNOMED code system in Copia. Enter the SNOMED code version in the SNOMED Version field to specify the version of SNOMED codes being used. The user must specify the SNOMED version when using the SNOMED Codes import type.
Add to existing SNOMED codes (Leaves existing SNOMED codes unchanged and only creates new SNOMED codes): Select this option to add the new SNOMED codes to the codes already in Copia.
Update existing SNOMED codes and add new SNOMED codes: Select this option to update SNOMED codes while adding any new SNOMED codes in Copia.
Only update existing SNOMED codes: Select this option to only update existing SNOMED codes in Copia.
Allow for improperly formatted data (Checking this will skip improperly formatted lines and continue the import): Select this checkbox to have Copia continue processing the imported file even through a malformed line within the file that was encountered.
You may select a tab as the Delimiter by clicking on the radio button next to the delimiter.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list to import source sites from an SSS file. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
Click the Host to associate the import with drop-down list to select a host to associate the site source import with.
Select an Import Settings option. This setting is required.
Add to existing source sites: Select this option to add the new source site in Copia. This setting leaves existing source sites unchanged and only creates new source sites.
Update existing source sites and add new source sites: Select this option to update source sites while adding any new source sites in Copia.
You may select a tab as the Delimiter by clicking on the radio button next to the delimiter.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list to import specimen source data from an SPS file. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
Select the
option to automatically synchronize specimen source records with Harvest LIS. Note: An Error Log message will be stored if an error occurs when attempting to create the synchronization map for an imported record.
Click the Host to associate the import with drop-down list to select a host that will be associated with the imported specimen source.
You may select a tab as the Delimiter by clicking on the radio button next to the delimiter.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list to import specimen source category data from an SSC file. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
You may select a tab as the Delimiter by clicking on the radio button next to the delimiter.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list to import UCUM codes data from a ucm file. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
Select an Import Settings option. This setting is required.
Add to existing UCUM codes: Select this option to add the new UCUM codes to the codes already in Copia.
Update existing UCUM codes and add new UCUM codes: Select this option to update UCUM codes while adding any new UCUM codes in Copia.
You may select a tab as the Delimiter for UCUM codes.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list to import validation set data from an ICM file. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Click the Create Backup File button to create a backup file of the import. The backup confirmation and file name will appear in the Execute Import section of the Import Configuration page.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
Select the desired validation set from the Validation Set drop-down list. If you cannot find the desired set, click the New button to enter a validation set in the Prompt field. Click OK to return to the Import Configuration page with the new validation set displayed in the drop-down list. This field is required.
Select an ICD Type option. This setting is required.
ICD-9: Select the ICD-9 radio button to define what set of ICD codes will be used for validation. Note that Copia will pad all ICD-9 codes to have 3 digits before the decimal point when importing codes.
ICD-10: Select the ICD-10 radio button to define what set of ICD codes will be used for validation. Note that Copia will pad all ICD-10 codes to have 3 digits before the decimal point when importing codes.
Select an Import Mappings option. This setting is required.
Remove imported mappings: Select this option to remove all imported validation data mappings.
Keep imported mappings: Select this option to retain all imported validation data mappings.
Select a User-entered Mappings option. This setting is required.
Remove user-entered mappings: Select this option to remove all validation data mappings created by users.
Keep user-entered mappings: Select this option to retain all validation data mappings created by users.
You may use the tab as the Delimiter for validation sets.
Click the Start Import button in the Execute Import section to begin the import process. Copia will not import any CPT, ICD-9, or ICD-10 codes that duplicate existing codes, whether the existing codes are active or inactive. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
Select the type of import file from the Import Type drop-down list to import ZIP code data from a ZPC file. This field is required. Once you select an import type, Copia clears the File to be imported field, if it was previously filled.
Click the Create Backup File button to create a backup file of the import. The backup confirmation and file name will appear in the Execute Import section of the Import Configuration page.
Enter the file path of the file to be imported in the File to be imported field. Click the Browse button to manually locate the file in the File Selection page. See the Admin: File Selection topic. This field is required.
Select an Import Settings option. This setting is required.
Purge existing ZIP codes: Select this option to remove all existing ZIP codes before importing the new codes.
Add to existing ZIP codes: Select this option to add the new ZIP codes to the codes already in the system.
You may select either a tab or a vertical bar ("|") as the Delimiter for ZIP codes.
Click the Start Import button in the Execute Import section to begin the import process. Note that you may stop the import process at any time by clicking the Stop Import button.
An alert message appears reminding you to back up your database. Click OK to continue with the import. Click Cancel to cancel the import and perform a backup.
While the import is in progress, the import status is displayed in the Execute Import section. The import is complete when "Import Completed" appears.
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