Welcome to Adracare Support

Using the Client Session Notes upload in bulk uploads you can upload existing session notes. This is best used when also migrating the same client's onto the platform using the client bulk upload.

Getting your Data Ready

The linking data must be formatted using the attached template and each column must use one of the following values or value types.

Please note that there is a file size limit of 20 mb.

 

Column Name	Required Value	Example	Mandatory
External Session Note ID	Number	1	Yes
External Patient ID	Number (Patient external ID which can be set through a client bulk upload)	23	Yes
Session Note	Text	Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.	Yes
Created By	Text (email of a provider, must match the email used on the platform)	r.smith@adracare.com	Yes
Last Updated By	Text (email of a provider, must match the email used on the platform)	r.smith@adracare.com	Yes
Created At	Text (date formatted as MM/DD/YYYY HH:mm AM/PM)	04/22/2024 4:22 PM	Yes
Last Updated At	Text (date formatted as MM/DD/YYYY HH:mm AM/PM)	04/26/2024 9:22 AM	Yes

 

Completing the Bulk Upload

Uploading your File

1. Login to the platform

2. Navigate to Settings -> Bulk Uploads

   • If you do not see bulk uploads the feature not be enabled for your organization or your role does not have access to it.

   • If you are a Provider Admin role you can enable the bulk uploads flag within Access Management.
   • If your organization does not have bulk uploads enabled please contact us
3. Click New Upload
   
   
   
   
4. Select Client Session Notes from the Type of Upload dropdown
   
   
   
   
5. Open your file by clicking Select Files
   
   
   
   
6. Click Upload
   
   

 

Monitoring the Results

Once completed, you can monitor the progress within the Upload History section.

 

While processing the file the status will be In Process which can take a few minutes, it is recommended you refresh your page to confirm its status.

If an upload has failed to be processed the status will appear as Failed, if the system was able to process the file the status will be Completed. 

Please note that the file can be processed and be marked as completed but still have errors. As well, only the first error will be flagged as the system stops processing the row once an error is found.

Checking for Errors

1. Click on View Results
   
   
   
   
2. If there were any errors they will be flagged in the Results section, if there are none a No data available in table message will appear
   
   
   
   Otherwise the errors will appear
   
   
   
   
   
3. Review the error message and correct the error
4. Refer to the CSV Line and identifiers to locate the specific line with the error
5. Create a new CSV file with the corrected details and reattempt your upload