When setting up a provider to receive imports using the Data Translation Module (DTM), the first step is to create an import setting for the DTM for that provider. The import setting is configured to a provider for interpretation data by establishing a set of rules for client matching, updating, and processing. The DTM import setting stores the configuration of the import template, keywords used for matching files to settings, folders used for automatic imports, and default values that can be automatically added to imported files during the import process.

Each provider can have multiple DTM import settings, each one tailored to a specific data set (ex. labs), a specific reporting purpose (ex. RSR), or a specific source of data (ex. EPIC). The DTM import settings can be configured to allow multiple files to be processed from a single zipped import file. The DTM can be set to automatically process records sent to a folder CAREWare monitors for automatic processing the files sent to the CAREWare server. It can be set to automatically delete temporary records that have already been processed and added to the client record. These tools can help automate much of the DTM process, leaving users to manage mappings and resolve errors as they monitor the incoming data.

To create a DTM Import setting follow these instructions:

1. Click Administrative Options.

2. Click Data Import and Export Features

3. Click Provider Data Import.

4. Click Import Settings.

To add a DTM source, follow these instructions:

1. Click Add.

2. Select DTM as the Source Type.

3. Enter a Source Name.

4. Click Next.

5. Click Save.

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For more information about the import settings click here.

The DTM includes a Configure DTM Specs link that is unique from other import source types.

To setup DTM Specification, click Configure DTM Specs.