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Vision 3 Hints & Tips

How to import a CSV(or xls) file into Vision as a patient group

The following steps will enable you to import a CSV file into Vision which will be converted into a Patient Group.

NOTE: The CSV file MUST contain either an NHS number or Vision identifier for each patient, to enable Vision to make an exact match. Any patient not matched will be shown in the results.

Errors may sometimes occur if any free text contains illegal characters within your import file. If errors do occur remove any free text columns, as all you actually need are the patient identifiers anyway.

  1. Go to the Vision front Screen and click the Apps Controller button
    Apps Controller
  2. Click System Utilities
    System Utilities
  3. Click on Patient Group Import app
    Patient Group Import
  4. Click on the 3 dots button at the end of the File box to browse for your CSV (or Excel) file
    Browse
  5. If your file has header columns either tick the box "Has Headers" or start at row 2
    Start at row
  6. If you have used the CSV file option, make sure the tick is in the Comma checkbox
  7. Within the Fields section right mouse click on the PAT_ID (1st) column and select Vision Identifier
    Define Identifier
  8. Click the Import button
    Import
  9. Once Vision has verified or matched each patient, click the Group button
    Group
  10. Enter a description for your group and click OK
  11. These patients are now in Vision as a Patient Group
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