Import a case series list from the spreadsheet and save

1. From the Case Actions drop-down menu, click Open.
2. Click the Lookup icon () next to the Advanced Condition drop-down list.
3. To find a filter, from the drop-down list, select an option.
   • Contains—Search the filters that contain the entered criteria.
   • Starts With—Search all the filters that start with the entered criteria.
4. In the text box, enter the search criteria, and click Filter.
5. From the search result, select a filter, and click AC.
6. In the Advanced Condition Set dialog box, go to Case Series tab.
7. Click Import.
8. Enter the description to import the cases and click OK.
9. Browse the file to be imported and click OK.
10. Click Store Case Series to save it for later use.

    Tips:

    • You can import an XLS, XLSX or TXT file with one column containing case numbers.
    • When you upload a text file, each line in the file is considered a complete case number.
    • If a case is missing (cannot be found) or has been deleted, a message appears.
    • If the same case has been entered multiple times; only one entry is retained for the same and rest are ignored after the import process is complete.
    • For case series, the import process, imports 1000 cases/60 seconds.