Client Matching Setup
CAREWare uses the configuration in Client Matching Setup for adding clients , importing client data , and merging client records . Client Matching Setup also affects matching when the URN demographics fields are changed in a record, including first name, middle name, last name, date of birth (DOB), and sex at birt…
SQL Server Import
Purpose Configure CAREWare to create and use the cw_pdi database for SQL-based import/export workflows. Who should do this CAREWare administrators, database administrators, and data managers who manage SQL PDI. Use SQL Server Import when you need to Import or export PDI data using SQL Server ins…
Provider Data Import
Purpose Understand the Provider Data Import workflow and where the main PDI tools are located. Who should do this CAREWare administrators, data managers, and staff who import data from external systems or other CAREWare servers. Use Provider Data Import when you need to Upload PDI files, review …
Importing Data into CAREWare
Purpose Summarize the main import options Who should do this CAREWare administrators, data managers, and interface staff planning an import process. Use this guide when you need to Decide whether to use PDI, SQL PDI, DTM, FHIR, or HL7 for incoming data. Main warning Do not continue le…
