BORN Ontario: Unaccomodated Client Upload. 2 Building Your File The file you wish to upload must be...

BORN Ontario: Unaccomodated Client Upload

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Building Your File

• The file you wish to upload must be in a specific Excel layout.

• There are 8 mandatory columns and 16 conditional columns

• All column headers are mandatory and must be in the correct order

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Building Your File – Mandatory Fields• TPA, MPG, FirstName, LastName, DateOfBirth,

PostalCode, EstimateDeliveryDate, RequestDate

• All dates must be entered in the format YYYYMMDD. Example: 20130927

• The Postal Code must be entered with no spaces

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Building Your File – Mandatory Fields• If you do not have a client’s date of birth

please use 19000101• If you do not have a client’s postal code or

they are from out of the country, please use the postal code of your practice group.

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Building Your File – Conditional Fields• PracticeFull, DistanceCatchment,

OtherReasons, HospitalIntegrationIssue, Hospital1, Hospital1Issue, Hospital1issueOther, Hospital2, Hospital2Issue, Hospital2issueOther, Hospital3, Hospital3Issue, Hospital3issueOther, Hospital4, Hospital4Issue, Hospital4issueOther

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Building Your File – Field Rules• You must select 1 of the 4 main reasons (i.e.

PracticeFull, DistanceCatchment, OtherReasons, or HospitalIntegrationIssue)

• Enter the letter Y in the column that applies to the reason the client was unaccomodated

• Leave the column blank if the reason does not apply

• If OtherReasons is selected, you may enter up to 100 characters for the reason

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Building Your File – Field Rules

• Example:

PracticeFull DistanceCatchment OtherReasons HospitalIntegrationIssue

Y

Y

Enter reason here

Y

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Building Your File – Field Rules• If you select HospitalIntegrationIssue you may

supply reasons for up to 4 hospitals• You must supply details for at least 1 hospital• When selecting the hospital, you must enter

the correct 4 digit reference code NOT the hospital name.

• When entering the reason you must enter the appropriate reference code OR up to 100 characters for the “other” reason.

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Building Your File – Field Rules• Hospital Integration Issue Codes:

Pick List Value Pick List item

1 lack of privleges

2 cap on number of births

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Building Your File – Field Rules

• Example:

HospitalIntegrationIssue Hospital1 Hospital1issue Hospital1IssueOther

Y 1936 1

Y 1777 2

Y 1661 Enter reason here

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Upload Screen

• When you have logged in to the invoice system click the Un-accom Client tab

• You will presented with 4 sub-options, select Upload File

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Upload Screen

• On the next screen click Browse to find the file you wish to upload.

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Upload Screen

• An dialog box will open that will let you navigate to where you have saved you Excel file.

• Once you have selected your file click the Upload File button.

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Upload Screen

• An dialog box will open that will let you navigate to where you have saved you Excel file.

• Once you have selected your file click the Upload File button.

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Upload Screen

• If the upload is successful you will receive a message showing the number of records uploaded.

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Upload Screen

• A copy of what you have uploaded will be displayed on the screen for verification.

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File Specifications

The specifications needed to build your Excel file and the associated reference codes is posted on the BORN Ontario Website:

http://www.bornontario.ca/born-information-system/data-entry-training/

Under the Midwifery section – Training Tools

Microsoft Excel 97-2003 Worksheet

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Questions?

www.BORNOntario.cahelpdesk@BORNOntario.ca1-855-881-BORN (2676)