Import Export - Percept CRM

Percept CRM can ease the data entry burden of person or encounter records. This is accomplished through the import excel module. Data quality rules and record existence checks are applied during the data load to maximize the integrity of the CRM. Likewise, generated reports or grid export options provide easily accessible options for on demand data export.

Features

Customized import templates for different file layouts.
Loading data into an initial staging environment for pre-load review and validation.
Data quality check against standard values and highlighting of potential data issue issues.
Importing of person and encounter records.
Use of unique email key to determine whether an update or insert scenario needs to take place.

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