Bulk Load

Conducting the Bulk Loads

Once an interface between the Practice Management System and Touchworks is installed (via ConnectR), several sets of existing data are loaded into TouchWorks through a bulk-load process. Patient demographic, registration and scheduling are key data sets that sync the two systems. This data allows TouchWorks to display clinic schedules and builds a framework of basic patient data prior to their next visit. Having patient information already in the system enables the practice to pre-load already known records into TouchWorks. Commonly pre-loaded data is Problems, Immunizations, Medications, and Allergies (P.I.M.A.).

Charge dictionaries can be bulk loaded through the interface, but can also be loaded through the SSMT by the implementation team. The charge dictionaries include CPT, ICD-9, and modifiers. The options then available within TouchWorks will be specialized and in tandem with the values in the PMS. After the initial bulk load of charge dictionaries, necessary minor updates are typically made manually.