Import EHR data

Learn how to import EHR data for a linked subject. This includes demographics, medical history, medications, labs, vitals, and procedures.

Follow these steps to import a subject's EHR data into Clinical One Cloud Service forms.

1. From the Subjects page, select the visit for the subject which you wish to import data for.

   If the selected visit includes a Lab Form, you will need to select a local lab from the Select Lab drop-down list before continuing to step 2. For more information, see Details about importing lab data.

2. Select Import EHR Data.
   The EHR data for the first mapped data set in the visit is displayed.

   • The first column displays the questions that were mapped for import during the study design.
   • If data was previously entered or imported on a form, the Current Value column is displayed, reflecting the data currently stored on the form.
   • The subsequent rows display EHR data that is available for import.
   • Sometimes a form contains multiple pages of data. If this is the case, it is represented in the upper right, for example, 1-3 of 27, which indicates that results 1 through 3 of the 27 total are currently displayed. Use the left and right arrows to toggle through each page of results.
3. Adjust the view is necessary
   • If you do not initially see the data you are looking for, adjust the date range using the calendar toggles.
   • Select Newest First or Oldest First to determine the data presentation order.
4. Select the checkbox to the left of a date to import all data, or select the checkbox to the left of each data point to import specific values. You can select data across dates by selecting the checkbox to the left of each item under different columns.

   Some data is grouped by observation, which is presented based on the date collected. You can check the box to the left of the date to import all observations (and the associated data) in a column or you can select individual observations.

5. Select Next to progress to the next data set.
   No Available EHR Data, Please try a different date range is displayed if there is no data available for import. Review the following table to see how the default dates are determined when the data is initially displayed.

   Table 3-1 Default date details

   Data category	Default date range
   Demographics	Demographic data is displayed without a date.
   Vitals and Labs	The default date range displayed is calculated using the visit date +/- the visit window. If a visit window is not available, the date defaults to the visit date.
   Medications, Medical History, and Procedures	The system looks back sixty (60) days from the screening date to determine what to present. If a screening date is not available, the current date is used.

6. Continue to select Next to progress through each data set in the visit.
7. Once you've made all of your selections, select Submit.
   • The screen shows that the import was successful, and the Answer & Visit History side panel logs each item's import using the Imported from EHR tag.
   • Successful data import triggers any associated rules and other activities related to data submission.
   • Data flags are not supported. For instance, if a question's EHR item is null, the system imports no data and sets no data flags.

For further details about importing EHR data, browse the sections below: