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The Add Data tab on the left side of the PHC helps you import data such as basic demographics of your subjects into the PHC.

Note: This is currently only offered for Patient resource data, according to v3.0.2: STU 3 of the FHIR Specification.  

  1. In the PHC, click the Add Data tab on the left of the screen.

    Add Data Main

  2. Click the Download CSV Template button in the red box labeled "1".

  3. The template opens in the designated application on your computer such as Excel (see image below).

    Add Data Spreadsheet

  4. Complete the spreadsheet with information for your subjects.

    Note: Take care to match the format of your input to the template to avoid errors. The phone number and DOB formats are shown in parentheses on the template. Match the format AND include the parentheses. If you get the formatting wrong, you will get an error message when importing the data.

    #ID - This is the subject ID in the PHC and is a UUID like bb8dbda4-90b0-4aa9-8146-38e916d0802a. This ID matches the ending of the URL of the subject's subject viewer page. If you do not provide an ID#, the PHC will assign one.

  5. Save the CSV file to your computer.

  6. Return to the Add Data page of PHC and click the Upload CSV button in the blue box labeled "2".
  7. Select the file you saved in Step 5.
  8. The PHC will show the data you will be importing (see image below). If you've forgotten some data, have more subjects to add, or need to change the format of info you've input, return to the CSV file, make those edits, and save them. Then return to the PHC Add Data page you were previously on and click Retry CSV Upload (see image below). The table should update with the changes/additions you've made.

    Add Data Verify

  9. When everything looks how you want it, click the Import button in the blue header.

    Note: If you've formatted something incorrectly, you will get an error message similar to the image below. Click Done then repeat step 7 until this no longer persists.

    Add Data Error

  10. If you have everything successfully formatted, you will get a success message (see below).

    Add Data Success

  11. You can verify the addition of the subjects to your project by clicking on the Subjects tab on the left side of the PHC screen. You should see your new subjects in the table.


Last update: 2020-12-10