If you have a hospital list that you want to use in Case, then you can enter it into a hospital .XLSX file, and then import the .XLSX file into your hospital table in the admin, settings area.
Case provides a template file that you can use as a guide to create your own hospital list to import into your Case platform that can be accessed here or downloaded at the bottom of this article.
Steps:
Login as an admin, and go to Settings.
Click on Hospitals/Locations.
Click on Hospitals.
Click the Upload button, and then select or drop your hospital .XLSX file.
Click Upload to begin the bulk upload and wait for the process to complete.
Description of the hospital .XLSX file
Review the following considerations for the hospital .XLSX file:
The template supports column headers and these are required for a successful upload. You can use the hospital .XLSX template to help you to create your .XLSX file.
Do not delete or modify the column headers on the hospitals template!
The following columns must be present with values, (these and mandatory values for every hospital and cannot be blank). Every hospital must have a defined-
Name
Country
Street
City
State
Post Code
If data is missing in these above fields, then the hospital will not successfully import via your .XLSX file.
Description of the billing address
An optional billing address that can be uploaded to a hospital by using the billing columns in the .XLSX template.
This billing address can include more specific information such as the department, a building name, and a contact person and phone number.
If a billing address is not uploaded to a hospital then the basic hospital address information will be used as the default billing address.
A billing address can be added at a later date if it is not included during the bulk upload.
The billing address is used for proforma 'Billing to: information.
All uploaded data is case sensitive. The capitalization on the .XLSX file will match how the data appears throughout the platform once uploaded!
Description of delivery addresses
Up to 4 optional delivery address can be uploaded to a hospital by using the delivery 1-delivery 4 columns in the .XLSX template.
A delivery address can include more specific information such as the department, a building name, and a contact person and phone number.
If a delivery address is not uploaded to a hospital then the basic hospital address information will be used as the default delivery address.
The address defined in the Delivery 1 columns will automatically be defined as the default delivery address
A delivery address can be added at a later date if it is not included during the bulk upload.
The delivery addresses are used during case bookings to determine where goods will be shipped. During a booking the user will be able to select any one of the included delivery addesses.
Column | Description |
Name* | The formal name of the hospital. |
Country* | The country location of the hospital i.e Australia. |
Street* | The street address information of the hospital. |
City* | The city of the hospital i.e. Sydney. |
State* | The state of the hospital (abbreviations preferred, such as NSW). |
Postcode* | The postcode of the hospital i.e. 2000. |
Account No. | A unique number that will be used to internally identify hospital. |
Business No. | A business number for the hospital such as an ABN or ACN number. |
Street (Billing) | The street address information of this hospital for billing purposes. |
City (Billing) | The city of the hospital i.e. Sydney for billing purposes. |
State (Billing) | The state of the hospital (abbreviations preferred) for billing purposes. |
Postcode (Billing) | The postcode of the hospital i.e. 2000, for billing purposes. |
Apartment (Billing) | Apartment information for billing purposes. |
Building name (Billing) | Building name information for billing purposes. |
Neighborhood (Billing) | Neighborhood information for billing purposes. |
Department (Billing) | Department information for billing purposes. |
Attn (Billing) | Attention to information for billing purposes, such as a contact name. |
Phone number (Billing) | Phone number information for billing purposes. |
Label (Delivery 1) | A label for the default delivery address that will be used to describe this address in the application - such as 'CSSD Address' |
Street (Delivery 1) | The street address information of this hospital for default delivery. |
City (Delivery 1) | The city of the hospital i.e. Sydney for default delivery. |
State (Delivery 1) | The state of the hospital (abbreviations preferred) for default delivery. |
Postcode (Delivery 1) | The postcode of the hospital i.e. 2000, for default delivery. |
Apartment (Delivery 1) | Apartment information for default delivery. |
Building name (Delivery 1) | Building name information for default delivery. |
Neighborhood (Delivery 1) | Neighborhood information for default delivery. |
Department (Delivery 1) | Department information for default delivery. |
Attn (Delivery 1) | Attention to information for default delivery address, such as a contact name. |
Phone number (Delivery 1) | Phone number information for the default delivery address. |
Label (Delivery 2) | A label for the second delivery address that will be used to describe this address in the application - such as 'CSSD Address' |
Street (Delivery 2) | The street address information of this hospital for this delivery address. |
City (Delivery 2) | The city of the hospital i.e. Sydney for this delivery address. |
State (Delivery 2) | The state of the hospital (abbreviations preferred) for this delivery address. |
Postcode (Delivery 2) | The postcode of the hospital i.e. 2000, for this delivery address. |
Apartment (Delivery 2) | Apartment information for this delivery address. |
Building name (Delivery 2) | Building name information for this delivery address. |
Neighborhood (Delivery 2) | Neighborhood information for this delivery address. |
Department (Delivery 2) | Department information for this delivery address. |
Attn (Delivery 2) | Attention to information for this delivery address., such as a contact name. |
Phone number (Delivery 2) | Phone number information for this delivery address. |
Label (Delivery 3) | A label for the third delivery address that will be used to describe this address in the application - such as 'CSSD Address' |
Street (Delivery 3) | The street address information of this hospital for for this delivery address. |
City (Delivery 3) | The city of the hospital i.e. Sydney for this delivery address. |
State (Delivery 3) | The state of the hospital (abbreviations preferred) for this delivery address. |
Postcode (Delivery 3) | The postcode of the hospital i.e. 2000, for this delivery address. |
Apartment (Delivery 3) | Apartment information for this delivery address. |
Building name (Delivery 3) | Building name information for this delivery address. |
Neighborhood (Delivery 3) | Neighborhood information for this delivery address. |
Department (Delivery 3) | Department information for this delivery address. |
Attn (Delivery 3) | Attention to information for this delivery address, such as a contact name. |
Phone number (Delivery 4) | Phone number information for this delivery address. |
Label (Delivery 4) | A label for the third delivery address that will be used to describe this address in the application - such as 'CSSD Address' |
Street (Delivery 4) | The street address information of this hospital for for this delivery address. |
City (Delivery 4) | The city of the hospital i.e. Sydney for this delivery address. |
State (Delivery 4) | The state of the hospital (abbreviations preferred) for this delivery address. |
Postcode (Delivery 4) | The postcode of the hospital i.e. 2000, for this delivery address. |
Apartment (Delivery 4) | Apartment information for this delivery address. |
Building name (Delivery 4) | Building name information for this delivery address. |
Neighborhood (Delivery 4) | Neighborhood information for this delivery address. |
Department (Delivery 4) | Department information for this delivery address. |
Attn (Delivery 4) | Attention to information for this delivery address, such as a contact name. |
Phone number (Delivery 4) | Phone number information for this delivery address. |
When you import hospital data, your file must be in .XLSX format. Most spreadsheet applications can save a .XSLX file with the Save As or Export command, depending on the program.