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:

1. Navigate to Setup > Roles
2. Find the category (bold) labeled 'Practice - Data Export'
3. Select 'Processing' within this group
4. Select 'Data Export' screen - This controls access to the Data Export screen itself.
   1. Assign appropriate access (users will need 'Write' access to use the window).
5. Select 'Data Export Options' - This controls access to the 'InfoDive' settings.
   1. Assign appropriate access (user will need 'Write' access to use the window).
6. 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:

1. Navigate to Reports > Data Export
2. Select the 'InfoDive' option from the toolbar to launch the setup window
3. By default all of the appropriate data export types will be selected. 
4. In the 'Next Build' section, set the date that you would like the report to run.
5. 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:

1. CSV files will be created for all of the elements selected:
   1. Patient Demographics
   2. Patient Insurance
   3. Providers
   4. Payers
   5. Service Locations
   6. Fee Schedule
   7. Claims
   8. Claim Procedure Lines
   9. Payments
2. The CSV files will always pull the last 1 year worth of changes based on post dates.
3. The CSV files that are created will be sent to InfoDive via SFTP.
4. 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.