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Contacts
Contacts are different individuals such as nurses, office managers and billing contacts and may be related to more than one organization.
Legend:
★ Required
➤ Recommended/drive dashboards
hc1 related field
⊙ Optional
⨀ SaveMode
Selects a method of creating or updating records. Must be one of the options below.
- insert — Will only create new records. If data already exists, an error will be thrown.
- upsert — Will look for existing data and update it if found; if not found, a new record will be created.
- update — Will only update existing records. If data is not found, an error will be thrown.
RecordKeyID
🔍︎
The database ID that is assigned to a record upon initial import. This can be found in URL of the record in hc1.
RecordKeyConnID
Related to hc1
Connection ID
🔍︎
Must match a connection ID in hc1
- Lab_Interface
RecordKeyHostCode
🔍︎
🔍︎
Same as HostCodes for lookup purposes only. When inserting/updating records with more than one hostcode, you must enter the first code as "RecordKeyHostCode" lookup and all other codes under "HostCodes"
- Contact100
HostCodeModes
Use mode to update hostcodes on the contact record.
- Replace
- Add
★ ConnIDs
Related to hc1
Connection ID
🔍︎
Internal hc1 use, must match a connection ID in hc1.
- Lab_Interface
★ HostCodes Alphanumeric
🔍︎
🔍︎
Used together with ConnID to create a unique identifier for contacts.
- Contact100
- Contact100^Contact200
⨀ Salutation
🔍︎
Must be one of the 4 available options below.
- Dr.
- Mr.
- Mrs.
- Ms.
★ FirstName Free text
🔍︎
- John
⨀ MiddleName Free text
🔍︎
★ LastName Free text
🔍︎
- Smith
⨀ Suffix Free text
🔍︎
- Jr.
⨀ OrganizationIDs
The database ID that is assigned to a record upon initial import. This can be found in URL of the record in hc1.
Use either OrganizationIDs or OrganizationConnIDs + OrganizationHostCodes to relate contacts to organizations.
★ OrganizationConnIDs
Related to hc1
Connection ID
Must match a connection ID in hc1.
- Lab_Interface
★ OrganizationHostCodes Related to hc1 Organization HostCode(s)
🔍︎
Unique organizations the contact is associated with.
- Org100
- Org100^Org200
⨀ OrganizationsMode
Used to determine how to handle the relationship between the contact and associated organization(s). Defaults to append.
- Append
- Overwrite
⨀ OrganizationContactTypeNames
Related to hc1
Contact Type
🔍︎
Must match a value from the "ContactTypes" tab. There must be a one-to-one relationship between a contact type and an organization HostCode.
- Administrator
- Adminstrator^Physician
⨀ Credentials Free text
🔍︎
- RN
⨀ JobTitle Free text
🔍︎
- Nurse
⨀ Department Free text
🔍︎
- Emergency Department
⨀ MailingAddressStreet1 Free text
🔍︎
- 123 Main Street
⨀ MailingAddressStreet2 Free text
🔍︎
- Suite 100
⨀ MailingAddressCity Free text
🔍︎
- Indianapolis
⨀ MailingAddressState Free text
🔍︎
- IN
⨀ MailingAddressPostalCode Free text
🔍︎
- 46278
- 46278-1234
- 462781234
⨀ MailingAddressCountry Free text
🔍︎
- USA
- United States
⨀ OtherAddressStreet1 Free text
🔍︎
- 555 Main Street
⨀ OtherAddressStreet2 Free text
🔍︎
- Suite A
⨀ OtherAddressCity Free text
🔍︎
- Indianapolis
⨀ OtherAddressState Free text
🔍︎
- IN
⨀ OtherAddressPostalCode Free text
🔍︎
- 46278
- 46278-1234
- 462781234
⨀ OtherAddressCountry Free text
🔍︎
- USA
- United States
⨀ Phone Free text
🔍︎
- 555-555-1234
- (555) 555-1234
- 5555551234
⨀ Mobile Free text
🔍︎
- 555-555-1234
- (555) 555-1234
- 5555551234
⨀ OtherPhone Free text
🔍︎
- 555-555-1234
- (555) 555-1234
- 5555551234
⨀ Fax Free text
🔍︎
- 555-555-1234
- (555) 555-1234
- 5555551234
⨀ Email Free text
🔍︎
- contact@email.com
⨀ IsLead Boolean
🔍︎
Marks whether a contact is a lead/prospect. Defaults to false.
- false
- true
⨀ IsCustomer Boolean
🔍︎
Marks whether a contact is a customer. Defaults to false.
- false
- true
⨀
PreferEmails
Boolean
🔍︎
- true
- false
⨀
PreferTexts
Boolean
🔍︎
- true
- false
⨀ Active Boolean
Marks whether a contact is an active record in hc1. Defaults to true.
- true
- false