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  • Programs
    • Medical Programs
      • Occupational Medicine
        • Medical Clearance
    • Compliance Programs
      • Worksite Injury & Illness
      • Medical Surveillance
        • Industrial Hygiene
      • Absence Management
      • Health Risk Assessment
    • Employee Assistance Program
    • Quality Reporting
      • Brief Introduction to Quality Reporting
  • Features
    • E-Chart
      • Basic Initial System Information
        • Timeout Logout
      • Online Help and Notifications
      • Quick View Sidemenu
        • Sidemenu Thumbtack Feature
        • Alerts Portlet
        • Alerts, Errors, Failures - Interactive Tab
        • Due List Portlet
        • Schedule Portlet & My Schedule Portlet
        • Condition Portlets and Alert Bar
        • Preventive Care Portlet
        • Warnings & Alerts Portlet
        • Super User Quick View Portlet
      • Detailed Chart Searching in E-Chart
      • Alert Comments on Charts
      • Patient Summary Dashboard Chart Tab
      • Demographics Chart Tab
        • Editing Demographics
      • Medical Contacts Portlet - Contacts, Relationships, and User-Patient Relationships
      • Insurance Eligibility Chart Tab
      • Insurance Summary in Demographics Chart Tab
    • Artificial Intelligence
      • Ozwell AI Assistant
      • Whisper AI - Dictation - Summarize
    • Patient Registration
      • Patient Registration Tab - Manual Patient Entry
      • Medical Record Numbers
    • Document Management
      • Documents & Forms
        • Add Document - Legacy View vs. Current View
        • E-Chart Scan Documents
        • Text Documents
        • Word Documents
        • Word Documents - CC Physicians Feature
        • PDF Documents
        • Picture-Photo Documents
        • Sketch Documents
        • Form Documents
        • File Documents
        • Delete/Move/Lock Documents
        • Document Properties
        • Document Details
        • Adding a Subject to Documents
        • Link Documents to Encounters
        • Link Documents to Other Documents
        • Link Documents to Order Requests
        • Bubble Forms
        • Audio-Vision Data Entry
        • Audiogram Data Entry
        • Vision Data Entry
        • Biometric Data Entry
        • EKG Data Entry
        • PFT Data Entry
        • X-Ray Results Data Entry
        • Document Type Purge Rules
      • Scanning & Indexing
        • AlternaTIFF ActiveX Control for WebScan
        • Scanner Cleaning
        • Scanning
        • Indexing
        • Indexing Bubble Forms
        • Batched Documents - Printing, Faxing, Burning
        • Batch Search in WebScan
        • Working Inbound Fax Queue & Distributing Incoming Faxes
      • Printing & Print Definitions
        • Printing Documents
        • Printing TIFFs
        • Print Definitions
        • Print Chart
        • Label Printing Feature
      • Imaging
        • DICOM Setup Tab
        • DICOM Viewer
        • Burning DICOM Images onto CD/DVD
        • Inbound Application Installation: dicomd
        • RadOmni
        • DICOM Modality Work List (MWL)
        • TechOmni
    • Scheduling
      • Schedule Management
      • Pat/Appt Wizard Tab
      • Adding an Appointment Using the Wizard Tab
      • Cancel/No-Show/Edit Appointments
      • Scheduler Views
      • Schedules Tab
      • Guided Template Schedules
      • Appt Types Tab
      • Waiting List Tab
      • Scheduler Inputs Editor Required/Recommended Fields
      • Checkin
    • Portal Management
      • Applicant Portal
      • Employer/Employee Second Portal Setup
      • Supervisor Portal Setup
      • Linking Users for Portal Access
      • Patient Portal First-Time Setup & Configuration
      • Patient/Employee Portal Self Checkin for Existing Scheduled Appointments
      • Portal Activation Code Employee Experience
      • Password Reset - Non SSO
      • Portal Portlet
      • Supervisor Portal Scheduling
      • Supervisor Portal Questionnaires
      • Portal Virtual Waiting Room
      • Outside Contact Portal - SMP Portal Clinic Sender Experience
      • Outside Contact Portal - SMP Portal Contact User Experience
      • NoMoreClipboard
      • Messages from NMC User
    • Encounters
      • Working in a Legacy Encounter
      • Working in a Visit Encounter
        • Rename an Encounter Section Heading
        • Heading Levels in Encounters
      • Encounter Top Section
      • Encounter Section
      • Encounter Owners
      • Smart Plan Encounter Section
      • Contributing Providers Encounter Section
      • Chief Complaint Encounter Section
      • HPI Encounter Section
      • Past Medical History Encounter Section
      • Past Procedures Encounter Section
      • Presenting Medications Encounter Section
      • Allergies Intolerances Encounter Section
      • Immunizations/Injections Encounter Section
      • Social History Encounter Section
      • Gynecology History Encounter Section
      • Pregnancy History Encounter Section
      • Presenting Restrictions Encounter Section
      • Review of Systems Encounter Section
      • Questionnaire Encounter Section
      • Vitals Encounter Section
        • Vitals System Wide Defaults
      • Nurse Physical Exam Encounter Section
      • Physical Exam Encounter Section
      • Visual Exam Encounter Section
      • Labs Results Encounter Section
      • Tests & Procedures Encounter Section - Applying/Adding, Completing, Resulting
      • Tests & Procedures Encounter Section - Remove, Delete, Edit
      • Images Encounter Section
      • Symptoms/Diagnosis Encounter Section
      • ICD11 Tool
      • Warnings and Alerts Encounter Section
      • Open Order Request Encounters Section
      • Plan Narrative Encounter Section
      • Medication Orders Encounter Section
      • Visit Orders Encounter Section
        • Visit Orders - Make Order Requisition
      • Future Appointments Encounter Section
      • E/M Calculator Encounter Section
      • Carbon Copy Encounter Section
      • Clinical Education Encounter Section
      • Depart Instructions Encounter Section
      • Recommendations Encounter Section
      • Tracking Notes Encounter Section
      • Goals Encounter Section
      • Financials Encounter Section
      • Negations Encounter Section
      • Final Summary Encounter Sections
      • Encounter Summary Toolbar
      • Encounters Tab
      • Encounter Checkout Chart Tab
      • Encounter Worklists
      • Encounter Protocols
      • Archiving/Closing/Re-archiving Encounters
      • Creating or Adding Encounters
      • Copy From Previous Exam
      • Libraries
      • Assigned Encounter Users
      • Dictation and Transcription
        • How to Install MIEPlayer Control
        • How to Remove MIEPlayer Control
        • How to Adjust Voice Recording Volume
        • SpeechMike Dictation Instructions
        • Editing Encounter Dictations
        • Routing Dictation
        • Closing Encounters from the Dictation Module
        • Basic Transcription - All Users
        • Highlight Transcribed
        • Transcribing Dictation
        • PACS SpeechMike Driver Utility Setup
        • Olympus Digital Dictation
      • Absence Management
        • Absence Management Workflow
      • Results Encounter
      • Work-Related Exams
        • Driver Fitness Determination Exam (DOT)
    • Injury Care
      • Case Management
        • Adding Absence Management Case
        • Adding Hospital Case
        • Adding MSEA Case
        • Adding Non-OSHA Case
        • Adding OSHA Case
        • Closing an Existing Case
        • Deleting an Existing Case
        • Viewing Cases
      • Editing Restriction Types
      • Adding Restrictions
      • Viewing Restrictions
      • Adding Accommodations
      • Viewing Accommodations
      • Work Status
      • Multiple Exposures
    • Health Surveillance
      • Introduction to Health Surveillance Panels
      • Adding/Editing Health Surveillance Panels
      • Health Surveillance Panels - Actions
      • Health Surveillance Panel Action Required for Certification
      • Health Surveillance Panels - Action Rules
      • Health Surveillance Panels - Add Memberships Manually
      • Health Surveillance Panels - Automated Membership
      • Panel Action Evaluator
      • Viewing Health Surveillance Panels & Membership
      • Panel Membership Portlet
      • Due List
      • Respirator Info Chart Tab
      • Mass Manual Entry of Respirator Fit Data
      • Health Surveillance Playbook
    • Order & Result Management
      • Vitals Tracking & Management
      • E-Orders Chart Tab
      • E-Orders - Add Order Requests
      • E-Orders - Refer To Advanced Search
      • Order Requests Grid
      • Orders - View Recent
      • Observations Tab
      • Observation Code Merging
      • Observation Codes Editor
      • Observation Flowsheets
      • Flowsheets Editor
    • Medication Management & E-Prescribing
      • Electronic Prescribing for Controlled Substances (EPCS)
        • IdenTrust Certificate Registration Step-by-Step
        • EPCS Setup
        • Prescriber Responsibilities & Transmission Requirements
        • Prescribing Controlled Substances (EPCS)
      • Prescribing/Adding Medications
      • Edit/Change Medications
      • Print/Fax/Transmit Prescriptions
      • E-Refills - My Pending Refills Tab
      • E-Refills - My E-Rx Errors Tab
      • E-Refills - All E-Refills Tab
      • E-Refills - E-Scripts Tab
      • Refill All
      • Drug Guide Search
      • MedicalCodify.com
      • First DataBank and RXDB Database Last Update and Version
      • Drug Plan and Formularies
      • Drug Interaction/Allergy Warnings
      • Allergies and Intolerances
      • Allergies/Medications Tab Summary View
      • Allergy/Medication Tab - Quick Links
      • Unknown Allergy/Medication Email Notifications
      • Discontinue Medications
      • SureScripts Advanced - Formulary and Dosing
      • SureScripts Advanced - Medication History Reconciliation
      • SureScripts Advanced - Prescription and Insurance Eligibility Requests
      • Remembered Prescriptions & Meds Library
      • Setting Preferred Pharmacy, Days Supply, and Current Library & Med History Verification
      • Travel Kits
    • Injection/Immunization Management
      • Injection Tab
      • Edit/Delete Injections/Immunizations
      • Injection Tab - Vials
      • Injection Tab with CHIRP Interface
      • Injection Program Tab - Recording Mass Injections
      • Injection Editor
      • Vaccine Compliance
    • Task Management
      • Task List
      • Adding Tasks
      • Task Search
      • Fast Task Templates
    • E-Sign (Electronic Signature)
      • E-Sign Chart Tab
      • Request E-Signature
      • Un-Request/Unassign an E-Signature
      • Pending E-Sign Reviews
      • E-Sign All Pending Tab
    • Fax Manager
      • Faxing Documents
      • Fax Manager Tab - Outbound Faxing
      • Outbound Faxing Email Notifications of Sent/Failed Faxes
    • Financial Functionality
      • Adding Deals
      • Deal Quick Links - Using Deals In Encounters
    • System Configuration
      • Chart Types Editor
      • Chart Tabs
      • Colors
      • Document Type Tab
      • System Files Management
      • Locations Management
      • Locations Manager Tab
      • Work Locations Tab
      • Managing Departments
      • Encounters Protocol Configuration & Programming
      • Macros
      • Side Chart Configuration
      • Autocomplete Editor
      • Fee Schedules
      • Security Best Practices
      • Ask at Order Entry AOE Editor
      • Orders List Editor
      • Provider Management
    • Quality of Care
      • Quality Reporting Enrollment
      • Provider Quality of Care Status
      • Create File for Submission
      • Measures
        • Promoting Interoperability (PI) Measures
          • PI_EP_1 -- e-Prescribing
          • PI_PHCDRR_5 -- Clinical Data Registry Reporting
        • Improvement Activities Measures
          • 2018 Improvement Activities
            • AHE 1 - Engagement of New Medicaid Patients and Follow-up
            • AHE 2 - Leveraging a QCDR to Standardize Processes for Screening
            • AHE 3 - Promote Use of Patient-Reported Outcome Tools
            • AHE 4 - Leveraging a QCDR for Use of Standard Questionnaires
            • AHE 5 - MIPS Eligible Clinician Leadership in Clinical Trials or CBPR
            • AHE 6 - Provide Education Opportunities for New Clinicians
            • BE 1 - Use of Certified EHR to Capture Patient Reported Outcomes
            • BE 2 - Use of QCDR to Support Clinical Decision Making
            • BE 3 - Engagement with QIN-QIO to Implement Self-management Training Programs
            • BE 4 - Engagement of Patients through Implementation of Improvements in Patient Portal
            • BE 5 - Enhancements/Regular Updates to Practice Websites/Tools that Also Include Considerations for Patients with Cognitive Disabilities
            • BE 6 - Collection and Follow-up on Patient Experience and Satisfaction Data on Beneficiary Engagement
            • BE 7 - Participation in a QCDR, that Promotes Use of Patient Engagement Tools
            • BE 8 - Participation in a QCDR, that Promotes Collaborative Learning Network Opportunities that are Interactive
            • BE 9 - Use of QCDR Patient Experience Data to Inform and Advance Improvements in Beneficiary Engagement
            • BE 10 - Participation in a QCDR, that Promotes Implementation of Patient Self-action Plans.
            • BE 11 - Participation in a QCDR, that Promotes Use of Processes and Tools that Engage Patients for Adherence to Treatment Plan
            • BE 12 - Use Evidence-based Decision Aids to Support Shared Decision-making
            • BE 13 - Regularly Assess the Patient Experience of Care Through Surveys, Advisory Councils and/or Other Mechanisms
            • BE 14 - Engage Patients and Families to Guide Improvement in the System of Care
            • BE 15 - Engagement of Patients, Family, and Caregivers in Developing a Plan of Care
            • BE 16 - Evidenced-based Techniques to Promote Self-management into Usual Care
            • BE 17 - Use of Tools to Assist Patient Self-management
            • BE 18 - Provide Peer-led Support for Self-management
            • BE 19 - Use Group Visits for Common Chronic Conditions (e.g., diabetes)
            • BE 20 - Implementation of Condition-specific Chronic Disease Self-management Support Programs
            • BE 21 - Improved Practices that Disseminate Appropriate Self-Management Materials
            • BE 22 - Improved Practices that Engage Patients Pre-Visit
            • BE 23 - Integration of Patient Coaching Practices Between Visits
            • BMH 1 - Diabetes Screening
            • BMH 2 - Tobacco Use
            • BMH 3 - Unhealthy Alcohol Use
            • BMH 4 - Depression Screening
            • BMH 5 - MDD Prevention and Treatment Interventions
            • BMH 6 - Implementation of Co-location PCP and MH Services
            • BMH 7 - Implementation of Integrated Patient Centered Behavioral Health Model
            • BMH 8 - Electronic Health Record Enhancements for BH Data Capture
            • BMH 9 - Unhealthy Alcohol Use for Patients with Co-occurring Conditions of Mental Health and Substance Abuse and Ambulatory Care Patients
            • CC 1 - Implementation of Use of Specialist Reports Back to Referring Clinician or Group to Close Referral Loop
            • CC 2 - Implementation of Improvements that Contribute to More Timely Communication of Test Results
            • CC 3 - Implementation of Additional Activity as a Result of TA for Improving Care Coordination
            • CC 4 - TCPI Participation
            • CC 5 - CMS Partner in Patients Hospital Engagement Network
            • CC 6 - Use of QCDR to Promote Standard Practices, Tools and Processes in Practice for Improvement in Care Coordination
            • CC 7 - Regular Training in Care Coordination
            • CC 8 - Implementation of Documentation Improvements for Practice/Process Improvements
            • CC 9 - Implementation of Practices/Processes for Developing Regular Individual Care Plans
            • CC 10 - Care Transition Documentation Practice Improvements
            • CC 11 - Care Transition Standard Operational Improvements
            • CC 12 - Care Coordination Agreements that Promote Improvements in Patient Tracking Across Settings
            • CC 13 - Practice Improvements for Bilateral Exchange of Patient Information
            • CC 14 - Practice Improvements that Engage Community Resources to Support Patient Health Goals
            • CC 15 - PSH Care Coordination
            • CC 16 - Primary Care Physician and Behavioral Health Bilateral Electronic Exchange of Information for Shared Patients
            • CC 17 - Patient Navigator Program
            • EPA 1 - Provide 24/7 Access to MIPS Eligible Clinicians or Groups Who Have Real-Time Access to Patient's Medical Record
            • EPA 2 - Use of Telehealth Services that Expand Practice Access
            • EPA 3 - Collection and Use of Patient Experience and Satisfaction Data on Access
            • EPA 4 - Additional Improvements in Access as a Result of QIN/QIO TA
            • EPA 5 - Participation in User Testing of the Quality Payment Program Website (https://qpp.cms.gov/)
            • ERP 1 - Participation on Disaster Medical Assistance Team, Registered for 6 Months
            • ERP 2 - Participation in a 60-day or Greater Effort to Support Domestic or International Humanitarian Needs
            • PM 1 - Participation in Systematic Anticoagulation Program
            • PM 2 - Anticoagulant Management Improvements
            • PM 3 - RHC, IHS, or FQHC Quality Improvement Activities
            • PM 4 - Glycemic Management Services
            • PM 5 - Engagement of Community for Health Status Improvement
            • PM 6 - Use of Toolsets or Other Resources to Close Healthcare Disparities Across Communities
            • PM 7 - Use of QCDR for Feedback Reports that Incorporate Population Health
            • PM 9 - Participation in Population Health Research
            • PM 10 - Use of QCDR Data for Quality Improvement such as Comparative Analysis Reports across Patient Populations
            • PM 11 - Regular Review Practices in Place on Targeted Patient Population Needs
            • PM 12 - Population Empanelment
            • PM 13 - Chronic Care and Preventative Care Management for Empaneled Patients
            • PM 14 - Implementation of Methodologies for Improvements in Longitudinal Care Management for High Risk Patients
            • PM 15 - Implementation of Episodic Care Management Practice Improvements
            • PM 16 - Implementation of Medication Management Practice Improvements
            • PM 17 - Participation in Population Health Research
            • PM 18 - Provide Clinical-Community Linkages
            • PM 19 - Glycemic Screening Services
            • PM 21 - Advance Care Planning
            • PSPA 1 - Participation in an AHRQ-listed Patient Safety Organization
            • PSPA 2 - Participation in MOC Part IV
            • PSPA 3 - Participate in IHI Training/Forum Event: National Academy of Medicine, AHRQ Team STEPPS or Other Similar Activity
            • PSPA 4 - Administration of the AHRQ Survey of Patient Safety Culture
            • PSPA 5 - Annual registration in the Prescription Drug Monitoring Program
            • PSPA 6 - Consultation of the Prescription Drug Monitoring Program
            • PSPA 7 - Use of QCDR Data for Ongoing Practice Assessment and Improvements
            • PSPA 8 - Use of Patient Safety Tools
            • PSPA 9 - Completion of the AMA STEPS Forward Program
            • PSPA 10 - Completion of training and receipt of approved waiver for provision opioid medication-assisted treatments
            • PSPA 11 - Participation in CAHPS or Other Supplemental Questionnaire
            • PSPA 12 - Participation in Private Payer CPIA
            • PSPA 13 - Participation in Joint Commission Evaluation Initiative
            • PSPA 14 - Participation in Quality Improvement Initiatives
            • PSPA 15 - Implementation of an ASP
            • PSPA 16 - Use of Decision Support and Standardized Treatment Protocols
            • PSPA 17 - Implementation of Analytic Capabilities to Manage Total Cost of Care for Practice Population
            • PSPA 18 - Measurement and Improvement at the Practice and Panel Level
            • PSPA 19 - Implementation of Formal Quality Improvement Methods, Practice Changes, or Other Practice Improvement Processes
            • PSPA 20 - Leadership Engagement in Regular Guidance and Demonstrated Commitment for Implementing Practice Improvement Changes
            • PSPA 21 - Implementation of Fall Screening and Assessment Programs
            • PSPA 22 - CDC Training on CDCs Guideline for Prescribing Opioids for Chronic Pain
            • PSPA 23 - Completion of CDC Training on Antibiotic Stewardship
            • PSPA 24 - Initiate CDC Training on Antibiotic Stewardship
            • PSPA 25 - Cost Display for Laboratory and Radiographic Orders
            • PSPA 26 - Communication of Unscheduled Visit for Adverse Drug Event and Nature of Event
            • PSPA 27 - Invasive Procedure or Surgery Anticoagulation Medication Management
            • PSPA 28 - Completion of an Accredited Safety or Quality Improvement Program
            • PSPA 29 - Consulting AUC Using Clinical Decision Support when Ordering Advanced
            • PSPA 30 - PCI Bleeding Campaign
          • 2019 Improvement Activities
            • AHE 7 - Comprehensive Eye Exams
            • BE 24 - Financial Navigation Program
            • BMH 10 - Completion of Collaborative Care Management Training Program
            • CC 18 - Relationship-Centered Communication
            • PCMH - Electronic Submission of Patient Centered Medical Home Accreditation
            • PSPA 31 - Patient Medication Risk Education
            • PSPA 32 - Use of CDC Guideline for Clinical Decision Support to Prescribe Opioids for Chronic Pain via Clinical Decision Support
        • Quality Measures List
          • CMS 2 - Preventive Care and Screening: Screening for Depression and Follow-up Plan
          • CMS 22 - Preventive Care and Screening: Screening for High Blood Pressure and Follow-up Documented
          • CMS 50 - Closing the Referral Loop: Receipt of Specialist Report
          • CMS 68 - Documentation of Current Medications in the Medical Record
          • CMS 69 - Preventive Care and Screening: Body Mass Index (BMI) Screening and Follow-up Plan
          • CMS 75 - Children Who Have Dental Decay or Cavities
          • CMS 90 - Functional Status Assessments for Congestive Heart Failure
          • CMS 117 - Childhood Immunization Status
          • CMS 122 - Diabetes: Hemoglobin A1c (HbA1c) Poor Control (>9%)
          • CMS 124 - Cervical Cancer Screening
          • CMS 125 - Breast Cancer Screening
          • CMS 127 - Pneumococcal Vaccination Status for Older Adults
          • CMS 130 - Colorectal Cancer Screening
          • CMS 131 - Diabetes: Eye Exam
          • CMS 135 - Heart Failure (HF): Angiotensin-Converting Enzyme (ACE) Inhibitor or Angiotensin Receptor Blocker (ARB) Therapy for Left Ventricular Systolic Dysfunction (LVSD)
          • CMS 136 - Follow-Up Care for Children Prescribed ADHD Medication (ADD)
          • CMS 138 - Preventive Care and Screening: Tobacco Use: Screening and Cessation Intervention
          • CMS 139 - Falls: Screening for Future Fall Risk
          • CMS 144 - Heart Failure (HF): Beta-Blocker Therapy for Left Ventricular Systolic Dysfunction (LVSD)
          • CMS 145 - Coronary Artery Disease (CAD): Beta-Blocker Therapy-Prior Myocardial Infarction (MI) or Left Ventricular Systolic Dysfunction (LVEF <40%)
          • CMS 146 - Appropriate Testing for Children with Pharyngitis
          • CMS 147 - Preventive Care and Screening: Influenza Immunization
          • CMS 153 - Chlamydia Screening for Women
          • CMS 154 - Appropriate Treatment for Children with Upper Respiratory Infection (URI)
          • CMS 155 - Weight Assessment and Counseling for Nutrition and Physical Activity for Children and Adolescents
          • CMS 156 - Use of High-Risk Medications in the Elderly
          • CMS 165 - Controlling High Blood Pressure
      • RAF Score - Risk Adjustment Factor
    • Reports
      • Using DataVis Grids - Data Tools
      • Activity Log Report
      • Additional Appointment-Related Reports
      • Appointment Report
      • Case Merge Tool
      • Checkin Reports
      • Claims Report
      • Common Case Search Report
      • Conditions Report
      • Demographics Report
      • Dictation without Transcription Report
      • Documents Report / Super Document Type Search
      • DOT Interface Status Report
      • Duplicate Charts-Merge Report
      • E-Meds Report
      • Employer Reports
      • Encounter Report
      • Exporting Report Data
      • Fill Reports
      • Financials All Active Deals-Detail Report
      • Financials Pending Encounters
      • Financials Pending Billing Report
      • Guideline Report
      • Health Surveillance Reports
      • Incidents Report
      • Inventory Transaction Report
      • Meaningful Use Reports
      • Medication Report
      • Open Encounters Report
      • OpenPM Export Appointment Cancellation Report
      • OpenPM Export Appointment Types
      • OpenPM Export Chart Insurance Policies
      • OpenPM Export Demographics
      • OpenPM Export Future Appointments
      • OpenPM Export Locations
      • OpenPM Export Physicians
      • OSHA 300 Form Log Overlay
      • OSHA 300 Log Report
      • OSHA 300A Form Log Overlay
      • OSHA 300A Report
      • OSHA 300/301 Case Data Report
      • OSHA Statistics
      • Order Requests - Count by Location
      • Orders Usage Report
      • Observations Report
      • Panel Definition Report
      • To Restrict Report Access
      • Safety Reports
      • Sharps Log
      • Storage Report
      • Task Report
      • Transcription Report
      • Uncoded Medications Report
      • WebScan Report
      • Work Comp Monitor Report
    • System Administration
      • System Controls
        • System Plugins
        • User/Provider & Department Management
        • Access Control - Adding, Deleting, Editing Users
        • Setting Up E-Prescribers
        • Add Referring Physician Users
        • Document Queue - Merging Imported Documents
        • Provider Organization Setup
        • Adding Users to a Provider Organization
        • Limited Access Users
        • Reset User Passwords
        • Emergency Access for Limited Access Users
        • Locking Individual or Specific Charts
        • Customize Online Help Pop-up Screens
        • Print Manager
        • Partition Manager
        • Spell Check
        • Multilingual Feature
        • Language Tab - Create New Help Bubble Text
        • Resource Restrictions
        • View User Audit Log
        • Inbound Fax Queue - Setting User Access Permissions
        • Insurance Plans
        • Secure Email to Whitelisted Domain(s)
        • Email Reminders from System
        • ODBC Install & Configuration
        • System Report Writing
        • Merging Accounts/Charts in System
        • Merge Manager Tab
        • Med-Web SSL Certificate Authority
        • Scheduled Jobs
        • Translation Manager
        • Interface Manager
        • Encounter Types
        • Auto Routes
        • System Maintenance Lockout
        • Datasend Queue
      • Data Migration
        • EH Data Migration ETL Approach
        • Data Migration Questionnaire
        • Data Migration File Format Standard
        • MIE File Import
        • Completed Orders Import Tool
        • Create Employees File for Import
        • Create Health Surveillance File for Import
        • Create Audiometric Data File for Import
        • Create PFT Data File for Import
        • Create Vital Signs File for Import
        • Create Cases File for Import
        • CCR Document Import
        • Data Import Tab
        • Export/Import Health Surveillance Panels
        • Lost Time Import Tool
        • Panel Membership Import Tool
        • Patient Chart File Export
        • Create Language Translation File for Import
        • Import/Export JSON Files
        • Clinical Encounter CSV API
        • Injections CSV API
        • Observation Codes CSV API
        • Panel Status Import
        • PFT Data CSV API
        • Summary Documents CSV API
        • Data Import Overview
        • Data Migration Overview
        • Data Import Master List
        • Data Import Standards
        • Chart Relations CSV API
        • Observation Import
        • Order List Import Tool
        • Pharmacy Filter Import
        • Appointments Import
        • Fee Schedule Import Tool
        • Order Question Import Tool
        • Chart Data CSV Header Options
        • Chart Medical Record Number (MRN) Import Options
        • Chart Data CSV API
        • System Conversion
        • Case Management CSV API
        • Restrictions CSV API
        • Accommodations CSV API
        • Conditions CSV API
        • Nature of Injury CSV API
        • Chart Observations Import Options
        • Chart Observations Default Values
        • Custom Documents CSV API
        • Audiometric Data CSV API
        • Lab Result CSV API
        • Document Validation Test Script
        • Allergy Data Validation Test Script
        • Audiogram Validation Test Script
        • Observations Validation Test Script
        • Respirator Fit Data CSV API Import Tool
        • Locations Hierarchy CSV API
      • Security
        • Security Role Settings
        • Compare Security Roles
        • My Settings
        • Disabling Inactive User Access & Accounts
        • Single Sign-On (SSO)
        • ADFS 3.0 Configuration for SSO
        • Single Sign-On Login Trust
        • SAML-Based Single Sign-On
        • Multi-Factor Authentication MFA/Require 2FA System Configuration
          • Encourage Multi-Factor Authentication MFA/2FA User Experience
          • Force Multi-Factor Authentication MFA/2FA User Experience
          • One Time Password Authentication via Email User Experience
      • Interfaces
        • Setup Custom Pharmacy
        • MammoTrack Chart Tab
        • MammoTrack Sidemenu
        • Patient Education Interface
        • DirectTrust Email
        • Sending HL7 Messages to System
        • HL7 - RESTful
        • Sample HL7 Messages
        • HL7 Segment Definitions
        • Device Interface - Amplivox CA850
        • Audio Tool Tab
        • Device Interface - Benson Audiometer
        • Device Interface - Audio: Tremetrics/Maico
        • Device Interface - Audio System
        • Device Interface - CardioPerfect EKG
        • Device Interface - Cholestech LDX
        • Device Interface - Clinitek Status+Analyzer
        • Device Interface - EKG System
        • Device Interface - Luna Audiometer Interface
        • Device Interface - NDD EasyOne Connect vbase
        • Device Interface - PortaCount FitPro
        • Device Interface - PFT System
        • Device Interface - Piccolo System
        • Device Interface - Quantifit 2
        • Device Interface - Resonance R17A
        • Device Interface - Sibelsound Duo Audiometer Interface
        • Device Interface - Vision System
        • Device Interface - Vital Signs
        • Device Interface - Welch Allyn Spirometry
        • Device Interface - Maico MA800
        • Device Interface - MI 7000
        • Signature Pad Device
        • Device Interface - Tremetrics RA500
        • Device Interface - Welch Allyn CardioPerfect
        • Device Interface - Titmus V4
        • Device Interface - VeriPRO Hearing Fit
        • Installing MIE Device App
        • Query ODG Integration
      • Asset Management
        • Asset Management Module
        • Tracking Donated Inventory
        • Add Inventory Tab
        • Patient Assistance Inventory
        • Inventory Tab - Blank Labels
        • Inventory Tab Setup
        • Inventory Module Settings
        • Inventory Mappings
        • Med Queue and Fill Requests
        • Par Levels
        • Show Inventory Tab
        • Inventory Weekly Review
      • Out-of-the-Box Urls
  • Rapid Deployment
    • Rapid Deployment Agenda
      • Project Kick-off Meeting
      • High-level Demonstration for Core Team
      • Deployment Planning
        • Base Configuration
        • Encounter Workflow & Portal Management
        • Fax Manager & Reports
        • Health Surveillance & Order/Result Management
        • Injury Care & Case Mgmt
        • Medication Management/E-Prescribing & Injection/Immunization Management
        • Patient Registration & Document Management
        • Scheduler & Check-in
        • System Admin
        • Tasking & E-Sign
        • Work-Related Exams & Clinical Care
    • Rapid Deployment Project Outline
    • Rapid Deployment Data Migration
      • Chart Data Imports
      • Historical Data Imports
      • Injury & Illness Data Imports
    • Getting Down to Basics
    • Review Sessions
      • Review Session - System Configuration
      • Review Session - Patient Registration
      • Review Session - Document Management
      • Review Session - Checkin
      • Review Session - Scheduler
      • Review Session - Encounter Workflow
      • Review Session - Portal Management
      • Review Session - Injury Care
      • Review Session - Case Management
      • Review Session - Work-Related Exams
      • Review Session - Health Surveillance
      • Review Session - Order and Result Management
      • Review Session - Medication Management/Electronic Prescribing
      • Review Session - Injection/Immunization Management
      • Review Session - Tasking
      • Review Session - E-Sign
      • Review Session - Fax Manager
      • Review Session - Reports
      • Review Session - System Administration
  • Resources
    • System Specifications
      • Real World Testing
        • Real World Testing Plan 2021
          • Real World Testing Plan 2025
          • Real World Testing Plan 2026
      • Client Hardware and Software Specifications
      • Application Programming Interface (API)
        • Terms of API Use
      • Encryption Statement
      • On-Premise Deployment
        • On-Premise MySQL Server Hardware Requirements
        • Application Managed Service Summary
      • Interface Specifications
      • CCDA, CCD and CCR Compatibility
      • System Email Templates
        • Email Templates from Chart
          • Comments Only
          • High Blood Pressure Notification
          • Pat Audio STS Phy Review
          • Pat Audio STS Retest
          • Pat FMLA Approved Employee
          • Pat FMLA Approved Supervisor
          • Pat FMLA Denied
          • Pat FMLA Ineligible
          • Pat FMLA Med Cert Missing Info
          • Pat Guideline Reminder
          • Pat HS Reminder to SPV
          • Pat Immunizations Due
          • Pat Immunizations Past Due
          • Pat MLOA Extend
          • Pat MLOA Start
          • Pat NMC Invitation
          • Pat Non Compliance
          • Pat Portal Message Notification
          • Pat Restrictions
          • Pat Return to Work
          • Pat Travel Injection
          • Pat Work Status Report
          • Portal Message Notification
        • Email Templates from Scheduler
          • Apt Cancellation
          • Apt Confirmation
          • Apt Employee Reminder 7 Days
          • Apt Employee Reminder 30 Days
          • Apt Employee Reminder 60 Days
          • Apt Guideline Reminder
          • Apt HS Out of Compliance
          • Apt Invitation with Portal
          • Apt Invite Reminder
          • Apt Missed Required
          • Apt Released to Full Duty
          • Apt Reminder
          • Apt Reminder 1 with Portal
          • Apt Spv Reminder 15 Days
          • Default
    • Quality Resources
    • Communications
      • MACRA: Quality Payment Program (QPP)
      • MIPS: Pick Your Pace
      • What You Need to Know
      • End-of-Year Is Here: Keeping Up with CMS
    • Intro to the System
      • System Anatomy
  • Videos & Demonstrations

Enterprise Health Documentation

© 2026 Enterprise Health

Build Info

Updated: 09 Aug 2023

Built: 30 Jan 2026 09:37 UTC

WikiGDrive: v2.15.30

  1. Home
  2. Rapid deployment
  3. Rapid deployment data migration
  4. Historical data imports

Historical Data Imports

Edit in Google Drive
  • Create Health Surveillance File for Import
  • Panel Data Validation Test
  • Create Audiometric Data File for Import
  • Audiometric Data Validation Test
  • Create PFT Data File for Import
  • PFT Data Validation Test
  • Create Vital Signs File for Import
  • Vital Signs Data Validation Test

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Published: February 27, 2020
Enterprise Health

Enterprise Health is the leading AI-enabled, cloud-based occupational health software platform, helping organizations manage employee health, safety, and compliance.

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  • 888-498-3484
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    Fort Wayne, IN 46802

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