What is the name of the filing method in which files are arranged by the patients last name?
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Whether HubSpot is your first CRM or you’re moving from another system, importing helps you create records and update your database. Import files are spreadsheets of data used to organize your business’ relationships and processes. Before you start importing, review the relevant HubSpot terms and requirements for your import files. Please note: engagements (emails, calls, tasks, or meetings) associated with your records cannot be imported via a file into HubSpot. Learn more about adding engagements using the API. Glossary
In this example, the object being imported is contacts. Each row represents a contact record, and each column of information represents a contact property (First Name, Last Name, Email Address).
As an example, you want to import and associate contacts and companies in one file. The objects being imported and associated are contacts and companies. Each row represents a contact record and its associated company record. Each column header represents properties that will be mapped during import. The file shown below includes contact properties (First name, Last name, Email address, Phone number, Favorite food) and company properties (Name, Company domain name). There is also a unique identifier for each object that will link the two unique records in HubSpot (Email address for contacts and Company domain name for companies). During the import process, you will map columns to HubSpot properties (First Name column to the First Name HubSpot property). Import requirementsFile requirementsAll files being imported into HubSpot must:
Property requirements
Please note: when importing line items associated with deals, the import will update the line item amount but will not update the associated deal amount. If you want to update the deal amount, you should manually associate the line items with a deal in HubSpot.
Please note: if you're importing a default HubSpot date property (e.g., Close date), your values must be formatted as a UNIX timestamp in milliseconds. The date-time property cells must be in Number format if importing an Excel file. Learn more about how to format timestamp values and how to convert a date into UNIX format.
Association requirements
Please note: if you don't include unique identifiers (e.g., Email, Company domain name, Record ID), the import will create duplicate records instead of associating each to the same record. Learn more about how to import and associate multiple objects.
Sample import filesThe following files include the required column headers for each object type, as well as possible additional headers. You can add your own column headers to update or create any additional properties that are important to maintain your organization’s HubSpot database. One object
Once your file is ready, learn how to import one object into HubSpot. Please note: products can only be imported in a single object import. You can associate an existing product to a line item, or manually associate a product to a deal or quote. Multiple objects with associationsYou can import and associate objects either together in one file or in two separate files, where each file represents one object. Import multiple objects in one fileTo import and associate multiple objects in one file, include the records you want to associate within the same row of your file. These sample files represent common use cases, but you can mix and match objects by replacing the column headers with the properties of another object.
Import multiple objects in two filesWhen importing and associating in two files, each file represents an object. To identify which records should be associated across the files, include a common column in both. One of your files should have a unique value for each row in this column. In the other file, use those values to indicate which record each row should be associated with. For example, a common use case is to import and associate contacts and companies. In the following sample files, Company Name is the common column:
In the company file, there is a unique value for each row in the Company name column. In each row of the contacts file, the values in the Company name column match the company that the contact will be associated with. You can use these files when importing contacts and companies, or mix and match other objects, as long as you include a common column.
Once your files are ready, learn how to import and associate multiple objects into HubSpot. How are patient files arranged in an alphabetic filing system?Alphabetic Filing
Indexing units are pieces of information used to identify the correct filing location. The records are arranged alphabetically based on the first unit. All names that have exactly the same first unit are then arranged by the second unit, the third unit, and so on.
What methods that can be used for filing patient information?Number and Filing Systems
Most healthcare facilities file their health records with a numeric filing system. There are three types of numerical filing systems that are utilized in healthcare; straight or consecutive numeric filing, terminal digit or reverse, and middle digit.
Which type of filing system is best used for filing patient charts?In general, most clinics use end-tab shelf filing systems to store patient charts. Shelf systems are the easiest to use, save the most space and are the least expensive to set up and maintain.
What is the simplest and most popular filing method for patient records?The simplest and most popular filing method is by alphabetical name sequence, because it is easy to understand and does not require a cross-reference index.
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