Records For Living Community

Hi, Esther!

We're glad to see that you're getting extra benefits from using HealthFrame... 

We know you are aware that it is a bit of a slippery slope to extend the desired functionality of any program in a direction that is not necessarily the original intent of the designers... However, it is probably worth reminding you that you may run into limitations that are not aligned with 'mainstream' expected usage, and therefore expanding certain types of support may end up at lower priorities for future releases...

Having said that, what you are describing is merging of PHRs and imported data and it actually should work very well in HealthFrame.    My guess of what is happening is that it is possible that you are importing data that is not necessarily what you expect - but I might be wrong.

What I'd like for you to do is to inspect each of the 'export' files before you import them, using HealthFrame Viewer.  Here are the steps I suggest you take:

1. Please go back to your "medical database" and create an export for the months of June and July 2008, following the instructions in our previous post.  Please be sure to name the generated file with a name that indicates this partial export.
   
2. Once you've exported the medical visit data, please open the file up in HealthFrame Viewer and validate in the Medical Visit Summary report that this is consistent with your expectations.
3. Create a new PHR and give it a 'name' that will make it clear that this is your consolidated medical and "other" visit schedule, and import the file you created in step 1.  Select the radio button to "Replace Current PHR" and import the data.
4. Before proceeding, please open the Medical Visit summary report in this newly populated PHR and make sure that this too is consistent with your expectations.
5. Now go to your database of "other appointments" and create an export for all of 2008 - again using the process described in the previous post.
6. Once you've exported the 2008 non-medical visit data, please open this file up in HealthFrame Viewer and validate in the Medical Visit Summary report that this is consistent with your expectations.
7. Now open up the PHR you created in step 3 and import the file you created in step 6.  This time, please select the radio button for "Merge additions into current PHR" and import the data.
8. Finally, go to the Medical Visit Summary report and verify that you see what you expect.

If any of the steps above fails, please let us know which it was.

We tried the steps you summarized and the merge worked in both directions, so we are fairly confident we will be able to help you merge your scheduling databases.

Thank you for sharing the "creative" ways that HealthFrame can continue to be used!

Support Team