InfoDive Data Export Guide

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.

Protected Health Information (PHI). Several export files contain patient-identifiable information such as names, dates of birth, addresses, insurance member IDs, diagnoses, and financial detail. Because these files include PHI, their use is governed by your Business Associate Agreement (BAA) and applicable HIPAA requirements. Files marked PHI below contain patient-identifiable data.

2 How the Export Works

From your practice data to your InfoDive location.

1. Extract

Enabled data sets are pulled for the reporting window

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2. Build files

Each data set is written to its own CSV file

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3. Deliver

Files are sent by secure SFTP to your InfoDive site

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

Patient inclusion. Patient, claim, procedure, and payment files include only active, reportable patients who had activity during the reporting window. Test and inactive records are automatically excluded.

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.

Patient Demographics PHI One row per patient

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
email
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

Patient Insurance PHI One row per coverage

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
email

Providers Reference One row per provider

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
email
fax
npi
group_npi
signature_on_file
signature_on_file_date

Payers Reference One row per payer

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.

Service Locations Reference One row per location

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

Fee Schedule Reference One row per code & negotiated fee

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

Claims PHI One row per claim

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

Claim Procedure Lines PHI One row per procedure line

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

Optional columns. Based on your practice's configuration, this file may also include the patient name (PatientLast, PatientFirst, PatientMiddle) and insurance member IDs (InsuredID_1 through InsuredID_3).

Payments PHI One row per payment / adjustment

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.