Customizing Import Templates

1. Go to Setup.
2. Click Import Templates.
3. Click Add Import Template.
4. Choose from the available import templates:
   • Patients
   • Patient Diagnoses
   • Patient Prescription Drug Monitoring Program
   • Patient Primary Medical Provider Visit
   • Patient Medications
   • Patient Urine Drug Screening
5. Click Add.
6. Refer to the CSV file you exported and enter the column headings as needed or leave them empty for default; click Save.

1. Go to Tools.
2. Click General Schedule.
3. Click the  icon.
4. Refer to the CSV file you exported and enter the column headings as needed or leave them empty for default; click Save.

Creating Controlled Substance Aliases allows imported medication data to be automatically flagged as a controlled substance. These flags are then used throughout the platform, such as requiring patients to sign a controlled substance consent form.

1. Go to Setup.
2. Click Import Templates.
3. Click Edit for Patient Medication Template.
4. Click the Controlled Substance Aliases tab. 
5. Click Add Controlled Substance Aliases.
6. Enter a medication name such as Oxycodone, Vicodin, Tramadol, etc.
7. Click Add.

Upon import, the platform will flag medications that match these aliases regardless of the amount, delivery method, etc.  

The Digital 360 Health platform can send surveys based on newly prescribed medications or changes in the amount prescribed during the Patient Medication Import process.

To learn more, visit: Send Surveys Based on Medication Changes