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Data Specifications

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Organizations

An organization is a healthcare entity that provides patient care or work related to that care. Organizations are the central most record in hc1. Other record types like providers, contacts and activities must be related back to an 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 
🔍︎
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"
  • Org100
 
HostCodeModes
Use mode to update hostcodes on the organization record.
  • Replace
  • Add
 
ConnIDs
Related to hc1 
🔍︎
Internal hc1 use, must match a connection ID in hc1.
  • Lab_Interface
  • Lab_Interface^Financial_Interface
 
HostCodes Alphanumeric
🔍︎
🔍︎
Unique ID used to differentiate organizations and to associate parent and children organizations. Typically stored in the LIS.
  • Org100
  • Org200^FinOrg999
 
Name Free text
🔍︎
  • ABC Labs
 
UACTrees
Related to hc1 
🔍︎
Name of the User Access Control (UAC) tree(s).
  • Sales Tree
  • Sales Tree^Marketing Tree
 
UACNodes
Related to hc1 
🔍︎
Populates access node on the settings tab. If this is empty, no users will have access to the organization.
  • Midwest
  • Midwest^Central
 
SalesRepNames
Related to hc1 
🔍︎
Related Dashboards: Sales - Account Volume, Sales - Activities and Sales - Pipeline
This is an hc1 user. Must match an email address from the "Users" tab.
  • SalesRep@email.com
  • SalesRep@email.com^SalesRep1@email.com
 
SalesTerritoryTrees
Related to hc1 
Name of sales territory tree(s).
  • Sales Tree
 
SalesTerritoryNodes
Related to hc1 
🔍︎
Related Dashboards: Sales - Account Volume, Sales - Activities, Sales - Pipeline, Lab - Volume, Lab - Performance
Populates sales territory on the general tab of organization record.
  • Midwest
  • Midwest^Central
 
TypeName
Related to hc1 
🔍︎
Related Dashboards: Sales - Account Volume, Sales - Activities, Sales - Pipeline, Services - Activities, Lab - Performance, Lab - Volume, Lab - Spend, Test Utilization and Test Utilization - Spend
Value used to categorize the organization. Must match a value on the "OrganizationTypes" tab.
  • Client
  • Prospect
  • Lead
  • Inpatient
  • Outpatient
  • ER
  • Outreach
 
SpecialtyNames
Related to hc1 
🔍︎
Must match a value from the "Specialties" tab.
  • Oncology
  • Oncology^Pediatrics
 
Description Free text
🔍︎
Notes related to the organization.
  • Hospital Network
 
OrgNumber Free text
🔍︎
May be same as, or different from, HostCode depending on your preference. Could be Billing Number, Accounting Number, or other.
  • 100
 
ChildOrgIDs
The database ID that is assigned to a record upon initial import. Can be found in URL of the record in hc1.
Use either ChildOrgIDs or ChildOrgConnIDs + ChildOrgHostCodes to relate organizations to children organizations.
 
ChildOrgConnIDs
Related to hc1 
Internal hc1 use, must match a connection ID in hc1.
  • Lab_Interface
 
ChildOrgHostCodes
🔍︎
HostCode of the child organization(s). Use only ParentOrg OR ChildOrg, but not both
  • Org100
 
ParentOrgIDs
The database ID that is assigned to a record upon initial import. Can be found in URL of the record in hc1.
Use either ParentOrgIDs or ParentOrgConnIDs + ParentOrgHostCodes to relate organizations to parent organizations.
 
ParentOrgConnIDs
Related to hc1 
Internal hc1 use, must match a connection ID in hc1.
  • Lab_Interface
 
ParentOrgHostCodes
🔍︎
HostCode of the parent organization. Use only ParentOrg OR ChildOrg, but not both.
 
TopRollUpOrgID
Internal hc1 use, the database ID that is assigned to a record upon initial import, can be found in URL of the record in hc1
 
TopRollUpOrgConnID
Related to hc1  
Internal hc1 use, must match a connection ID in hc1
 
TopRollUpOrgHostCode
🔍︎
Host code of top level organization
  • Org300
 
Phone Free text
🔍︎
  • 555-555-1234
  • (555) 555-1234
  • 5555551234
 
Fax Free text
🔍︎
  • 555-555-1234
  • (555) 555-1234
  • 5555551234
 
Website Free text, hyperlink
🔍︎
  • www.abclabs.com
 
MailingAddressStreet1 Free text
🔍︎
  • 123 Main Street
 
MailingAddressStreet2 Free text
🔍︎
  • Suite 100
 
MailingAddressCity Free text
🔍︎
  • Indianapolis
 
MailingAddressState Free text
🔍︎
Related Dashboards: Account Density Heat Map on Sales - Account Volume
  • IN
 
MailingAddressPostalCode Free text
🔍︎
  • 46278
  • 46278-1234
  • 462781234
 
MailingAddressCountry Free text
🔍︎
  • USA
  • United States
 
BillingAddressStreet1 Free text
🔍︎
  • 555 Main Street
 
BillingAddressStreet2 Free text
🔍︎
  • Suite A
 
BillingAddressCity Free text
🔍︎
  • Indianapolis
 
BillingAddressState Free text
🔍︎
  • IN
 
BillingAddressPostalCode Free text
🔍︎
  • 46278
  • 46278-1234
  • 462781234
 
BillingAddressCountry Free text
🔍︎
  • USA
  • United States
 
OwnerName
Related to hc1 
🔍︎
This is an hc1 User. Must match an email address from Users list. This field does not relate to access to records in hc1.
  • owner@email.com
 
PrimaryContactConnIDs
Related to hc1 
Must match a connection ID in hc1.
 
PrimaryContactHostCodes Related to hc1 Contact
🔍︎
The primary point of contact when you call an organization. Must match a HostCode of a contact/provider type record.
  • Contact100
  • Contact100^Contact200
 
OrderingLocation Boolean
🔍︎
Defaults to true.
  • true
  • false
 
CollectionLocation Boolean
🔍︎
Defaults to false.
  • false
  • true
 
AccessioningLocation Boolean
🔍︎
Defaults to false.
  • false
  • true
 
FeeScheduleNames
Related to hc1 
🔍︎
Must match a value from "FeeSchedules" tab.
  • Hospital Discount
 
HoursOfOperationType
Must be option below.
  • Default
 
HoursOfOperationSundayStatus
🔍︎
HoursOfOperationMondayStatus
HoursOfOperationTuesdayStatus
HoursOfOperationWednesdayStatus
HoursOfOperationThursdayStatus
HoursOfOperationFridayStatus
HoursOfOperationSaturdayStatus
Defines available status of operation. Must be one of the three available options below.
  • Closed
  • OpenWithHours
  • OpenAllDay
 
HoursOfOperationSundayOpen
🔍︎
HoursOfOperationSundayClose
HoursOfOperationMondayOpen
HoursOfOperationMondayClose
HoursOfOperationTuesdayOpen
HoursOfOperationTuesdayClose
HoursOfOperationWednesdayOpen
HoursOfOperationWednesdayClose
HoursOfOperationThursdayOpen
HoursOfOperationThursdayClose
HoursOfOperationFridayOpen
HoursOfOperationFridayClose
HoursOfOperationSaturdayOpen
HoursOfOperationSaturdayClose
Opening/closing time of organization. Required format shown below in military time. If status is Closed or OpenAllDay, leave blank.
  • HH:MM:SS
  • 8:00:00
  • 17:00:00
 
CompetitiveLabNames
Related to hc1 
🔍︎
Lab that the organization is currently sending specimens to. Must match a value from the "CompetitveLabs" tab.
  • ABC Clinic
  • Hospital 123
 
Active Boolean
Marks whether an organization is an active record in hc1. Defaults to true.
  • true
  • false
 

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