Health Cloud Administration
jImport Diagnosis and Procedure Codes
Use Data Loader to import industry-standard medical diagnosis and procedure codes and
make them available to users in Health Cloud for pre-authorization requests.
Data Loader is a client application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records.
When importing data, Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or from a database connection. When exporting data, it outputs CSV files.
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To access the page to download Data Loader: | Modify All Data |
| To use Data Loader: | API Enabled AND The appropriate user permission for the operation you are performing. |
To import industry-standard code sets, create a CSV file for each of the target objects. Use
the HealthCareDiagnosis object for diagnosis codes and the HealthCareProcedure object for
procedure codes. Make sure to include these fields in the CSV file for each object.
- Code: Industry standard procedure code such as CPT or HCPCS.
- CodeDescription: Description of the procedure or diagnosis code.
- Name: The name of the code that displays in search and lookup fields. Salesforce recommends using the code along with the description to populate this field. For example, use <Code>: <Description> or <Code>-<Description> such as 95115: Allergy injection.
Check Considerations for Installing Data Loader for system requirements and other prerequisites to using Data Loader.