Our application has the ability to integrate with IntrinsiQ's business intelligence solution, InfoDive. InfoDive is a powerful business analytics tool for urology practices that helps you make data-backed decisions about running your business.
The integration works via an automated monthly feed of practice management and billing data from our application to InfoDive.
Learn more about InfoDive here: https://www.intrinsiq.com/practice-business-analytics
Overview
The InfoDive data extract is a process by which key data elements are pulled out of the application, turned into CSV files, and sent to InfoDive via SFTP on a recurring basis.
Access
In order to access the InfoDive process several key items must be activated for the practice. This includes both Features and Roles.
Features
In order to have a feature activated, the practice must request this from iSalus by contacting our support team.
The support team will need to activate the following features:
- Data Export
- InfoDive
Roles
Once the above features are activated, practice Administrators will need to assign access to their team via Roles.
To do this, follow these steps:
- Navigate to Setup > Roles
- Find the category (bold) labeled 'Practice - Data Export'
- Select 'Processing' within this group
- Select 'Data Export' screen - This controls access to the Data Export screen itself.
- Assign appropriate access (users will need 'Write' access to use the window).
- Select 'Data Export Options' - This controls access to the 'InfoDive' settings.
- Assign appropriate access (user will need 'Write' access to use the window).
- Save
Company Settings
One company setting must be configured for the report to run.
- InfoDive Account ID: This value must be provided by InfoDive and added to this field. This is the unique ID that identifies the InfoDive customer account.
Report Setup
Now that access has been assigned, the next step is to configure the report to run. Follow the steps below:
- Navigate to Reports > Data Export
- Select the 'InfoDive' option from the toolbar to launch the setup window
- By default all of the appropriate data export types will be selected.
- In the 'Next Build' section, set the date that you would like the report to run.
- Click Save
Report Process
After the report has been setup, iSalus will run a process every night to see if we need to extract the selected data elements.
If the Next Build Date is the same as the date we run the job, the following events occur:
- CSV files will be created for all of the elements selected:
- Patient Demographics
- Patient Insurance
- Providers
- Payers
- Service Locations
- Fee Schedule
- Claims
- Claim Procedure Lines
- Payments
- The CSV files will always pull the last 1 year worth of changes based on post dates.
- The CSV files that are created will be sent to InfoDive via SFTP.
- The Next Build date will automatically be increased by 1 month so that the job will run again next month.
Excluded Data
Any patient that is not marked as 'Active' or 'Reportable' in the system will be excluded from the report.
InfoDive may request your practice to run a validation report from time to time to ensure the data that is being loaded and manipulated in their system lines up with the data as it is stored in our application. This analysis is done by comparing Charges, Payments, and Adjustments for providers over a period of time.
Steps to Obtain Charges and Payment Data
- Navigate to the Billing portal
- Open the Practice Summary report
- Enter the date range requested in the Service Date fields
- Click Search to run the report
- Right click over the Rendering Provider section and choose Export to Microsoft Excel
InfoDive Data Export Guide
A reference to the practice data that iSalus OfficeEMR securely exports to InfoDive, including how files are organized, how often they are delivered, and the information contained in each file.
1 Overview
What the InfoDive export is and how it works at a glance.
The InfoDive data export is an automated feed that delivers your practice's billing, demographic, and reference data from iSalus OfficeEMR to InfoDive on a recurring schedule. Data is packaged as standard comma-separated value (CSV) files and transmitted over an encrypted SFTP connection to your dedicated InfoDive location.
The export is fully configurable. Your practice chooses which data sets are included and how frequently they are delivered, so the feed can be tailored to exactly what your analytics program requires.
2 How the Export Works
From your practice data to your InfoDive location.
Delivery schedule
Exports run automatically on the cadence configured for your practice. Supported frequencies are:
| Frequency | Files delivered |
|---|---|
| Monthly | Once per calendar month |
| Bi-weekly | Every 14 days |
| Weekly | Every 7 days |
Reporting window
Transactional data sets (Claims, Claim Procedure Lines, and Payments) cover a rolling window based on the transaction posting date — by default, the most recent 12 months of activity. Reference data sets (such as Providers, Payers, and Fee Schedule) reflect their current values at the time the export runs.
File naming
Each file follows a consistent, predictable naming pattern so files can be identified and processed automatically:
{AccountID}_{Practice}_{DataSet}_{StartDate}_{EndDate}.csv
Dates are formatted as YYYYMMDD. For example, a Claims file might arrive as 12345_MyPractice_Claims_20250101_20251231.csv.
File format
| Attribute | Detail |
|---|---|
| Format | CSV (comma-separated values) |
| Field delimiter | Comma ( , ) |
| Text qualifier | Double quotes ( " ) |
| Header row | One header row of column names per file |
| Encoding | Standard text |
3 Available Data Sets
Nine data sets can be enabled individually for your practice.
| Data set | Each row represents | Sensitivity |
|---|---|---|
| Patient Demographics | One patient | PHI |
| Patient Insurance | One insurance coverage per patient | PHI |
| Providers | One provider | Reference |
| Payers | One payer (insurance company) | Reference |
| Service Locations | One service location / facility | Reference |
| Fee Schedule | One procedure code & negotiated fee | Reference |
| Claims | One claim | PHI |
| Claim Procedure Lines | One procedure/charge line on a claim | PHI |
| Payments | One payment or adjustment | PHI |
4 Data Set Detail
Contents of each file. Column availability may vary slightly based on your practice's configuration.
Core demographic and contact information for each active, reportable patient with activity in the reporting window.
- last_name
- first_name
- middle_name
- nick_name
- suffix
- chart_number
- active
- signature_on_file
- signature_on_file_date
- address_1
- address_2
- city
- state
- zip
- home_phone
- work_phone
- other_phone
- primary_id
- primary_id_value
- secondary_id
- secondary_id_value
- gender
- marital_status
- birth_date
- date_of_death
- employment_status
- employer
- student_status
- primary_care_physician
- ethnicity
- race
- referring_provider
- practice_physician
- employer_detail
- legacy_patient_ids
Insurance coverage details for each patient, including subscriber (insured party) information and member IDs. One row per coverage level (primary, secondary, tertiary).
- last_name
- first_name
- middle_name
- nick_name
- suffix
- chart_number
- payer_number
- payer_name
- start_date
- end_date
- coverage_level
- insurance_type
- msp_reason
- insured_id
- insured_id_value
- group_name
- group_policy_number
- auth_required
- secondary_id
- secondary_id_value
- plan_code
- copay_dollar
- copay_percent
- deductible
- insured_is_patient
- insured_is_company
- insured_first_name
- insured_middle_name
- insured_last_name
- insured_suffix
- gender
- dob
- relationship
- employer
- signature_on_file
- address_1
- address_2
- city
- state
- zip
- home_phone
Directory of providers in your practice, including identifiers and contact information.
- doctor_number
- active
- rendering
- first_name
- middle_name
- last_name
- suffix
- specialty
- address_1
- address_2
- city
- state
- zip
- phone
- fax
- npi
- group_npi
- signature_on_file
- signature_on_file_date
Directory of the insurance companies (payers) configured in your practice, including financial class, claim-filing configuration, addresses, and contacts.
- sys_id
- payer_name
- active
- financial_class_1
- financial_class_2
- auth_required_primary
- auth_required_secondary
- auth_required_tertiary
- address_1
- address_2
- city
- state
- zip
- source_of_pay
- edi_type
- payer_id
- send_asa
- billing_primary
- billing_secondary
- use_npi
- secondary_id_qualifiers
- hcfa_field_settings
- contract_info
- inquiry_address
- referral_address
- primary_contact
- secondary_contact
The payer file also includes a full set of secondary ID qualifier columns and HCFA form field settings used for claim submission.
Facilities and service locations configured in your practice, including identifiers and contacts.
- sys_id
- location_name
- place_of_service
- tax_id
- clia
- npi
- facility_type
- order_location
- requisition
- address_1
- address_2
- city
- state
- zip
- geographic_location
- location_email
- primary_contact
- secondary_contact
Procedure codes and their negotiated fees, including payer/provider/location-specific pricing and related billing configuration.
- code
- code_type
- code_start_date
- code_end_date
- practice
- payer
- provider
- financial_class
- location
- fee_start_date
- fee_end_date
- fee_type
- fee
- allowed
- in_house_cost
- tax
- rvu
- units
- time_based
- minutes_per_unit
- rounding
- billing_code
- billing_type
- asa_code
- patient_only_responsible
- noc
- strength
- measure
- modifier_1–4
- icd_1–8
- required_fields
- gender
- prior_auth
- accept_assignment
- tos
- narrative
- description
Header-level claim information for claims with activity in the reporting window, including status, aging, associated providers, and insurance.
- claim_number
- date_of_service
- submission_date
- status
- sub_status
- billing_method
- processing_level
- owner
- primary_insurance
- secondary_insurance
- tertiary_insurance
- chart_number
- last_name
- first_name
- charge
- balance
- responsible_party
- aging_date
- aging_type
- aging_days
- rendering
- referring
- supervising
- ordering
- purchasing
- attending
- alternate
- service_location
- admission_date
- discharge_date
- onset_date
- menstrual_date
- accident_date
- accident_state
- accident_country
- epsdt
- epsdt_code_1–3
- narrative_type
- billing_provider_name
Line-level detail for each procedure/charge on a claim, including procedure codes, modifiers, diagnoses, and charges.
- claim_number
- sort_order
- from_date
- to_date
- procedure_code
- place_of_service
- type_of_service
- units
- charge
- extended_charge
- modifier_1–4
- icd_1–8
- start_time
- end_time
- tax_amount
- tax_rate
- ndc_value
- diagnosis_id
- created_by
- posted
- active
PatientLast, PatientFirst, PatientMiddle) and insurance member IDs (InsuredID_1 through InsuredID_3).
Payment and adjustment activity in the reporting window, including the payer, method, and associated claim. Deleted payments are also included and flagged, providing a complete audit view.
- deposit_date
- deposit_post_date
- paid_amount
- primary_insurance
- primary_financial_class
- secondary_insurance
- secondary_financial_class
- tertiary_insurance
- tertiary_financial_class
- adjustment_amount
- paid_by
- payment_method
- payment_type
- payment_method_id
- user_name
- claim_number
- service_location
- rendering
- diagnosis_id
- payment_id
- removed_flag
The removed_flag column indicates whether a payment record was subsequently deleted.
5 Security & Compliance
How your data is protected in transit.
| Area | Detail |
|---|---|
| Transport | Files are transmitted over an encrypted SFTP (Secure File Transfer Protocol) connection. |
| Isolation | Each practice is delivered to its own dedicated InfoDive location. |
| Data scope | Only active, reportable patient records with activity in the reporting window are included. |
| Governance | Files containing PHI are subject to your Business Associate Agreement and HIPAA requirements. |
6 Questions?
We're here to help configure your export.
Your iSalus account team can help you enable or adjust which data sets are included, set the delivery frequency, and confirm your InfoDive connection details. Please reach out to your account representative or iSalus Support to get started.
