Converting a practice from MedMan to PA.

In order to convert a practice from MedMan to PA two .csv files are required:  patients conversion map and claims conversion map.

Conversion:

•          Copy .csv files to an Receivables server.
•          Import files into Conversion db:
•          Remove column headers from the files if present;
•          Create  tables [practice acronym]_acc_map and [practice acronym]_claim_map with the following scripts:

create table [practice acronym]_acc_map

(

   MM_Account VARCHAR(20),

   EBM_Account VARCHAR(20)

)

create table [practice acronym]_claim_map

(

   MM_Account varchar(20),

   item_unique  int,

   claim_id varchar(50),

   claim_detail_id int

)

•          Run the following script on Conversion db to import patients conversion map file:

BULK INSERT [practice acronym]_acc_map

FROM '<patients conversion map file path>'

with (FIELDTERMINATOR=',',ROWTERMINATOR='\n')

•          Run the following script on Conversion db to import claims conversion map file:

BULK INSERT [practice acronym]_claim_map

FROM '<claims conversion map file path>'

with (FIELDTERMINATOR=',',ROWTERMINATOR='\n')

•          Verify that there are no conflicts with patients acct# with the help of the following script:

select distinct tmp.EBM_account

from Patients p with (nolock)

inner join Practices pr with (nolock) on p.PracticeID = pr.PracticeID

inner join Conversion.dbo.[practice acronym]_acc_map tmp on p.ACC = tmp.MM_account collate Cyrillic_General_CI_AS

where pr.Acronym = '5wsc'

group by tmp.EBM_account

having COUNT(distinct p.Acc) > 1

If the script returned rows then there are conflicts. Please contact developers.

If there are no conflicts (the script didn't return rows) then proceed to the next step.

•          Specify @Acronym, tables with conversion data for patients and claims and run the script. If results look correct set @readonly parameter to 0 and run the script again.

declare @readonly int = 1

declare @Acronym varchar(20)

set @Acronym = '5wsc'

declare @practice_id uniqueidentifier

set @practice_id =(select PracticeID from Practices with (nolock) where Acronym = @Acronym)

select

      c.ClaimNumber as OldClaimNumber,

      c.ItemUnique as OldItemUnique,

      t.claim_id as NewClaimNumber,

      t.claim_detail_id as NewItemUnique

from Claims c with(nolock)

      inner join Patients p with(nolock) on c.PatientID = p.PatientID

      inner join Conversion.dbo.[practice acronym]_claim_mapt with(nolock)on

            ltrim(rtrim(p.Acc)) = ltrim(rtrim(t.[MM_Account])) collate cyrillic_general_ci_as

            and ltrim(rtrim(c.ItemUnique)) = ltrim(rtrim(t.[Item_Unique])) collate cyrillic_general_ci_as

      where c.PracticeID = @practice_id

select p.ACC as OldPatACC, t.EBM_Account as NewPatACC

from Patients p

inner join Conversion.dbo.[practice acronym]_acc_map t on ltrim(rtrim(p.Acc)) = ltrim(rtrim(t.[MM_Account])) collate cyrillic_general_ci_as

where p.PracticeID = @practice_id

if (@readonly != 1)

begin

      print 'Convert claims'

      update Claims set

            ClaimNumber = ltrim(rtrim(t.[claim_id])),

            ItemUnique = ltrim(rtrim(t.[claim_detail_id]))

      from Claims c

      inner join Patients p

            on c.PatientID = p.PatientID

      inner join Conversion.dbo. [practice acronym]_claim_map t

            on ltrim(rtrim(p.Acc)) = ltrim(rtrim(t.[MM_Account])) collate cyrillic_general_ci_as

            and ltrim(rtrim(c.ItemUnique)) = ltrim(rtrim(t.[Item_Unique])) collate cyrillic_general_ci_as

      where c.PracticeID = @practice_id

      print 'Convert patients'

      update Patients set Acc = ltrim(rtrim(t.[EBM_Account]))

      from Patients p

      inner join Conversion.dbo.[practice acronym]_acc_map t on ltrim(rtrim(p.Acc)) = ltrim(rtrim(t.[MM_Account])) collate cyrillic_general_ci_as

      where p.PracticeID = @practice_id

end

•          Add script to conversion from the step 3 and insert log of the script to Support: D:\ARI\Support. Add the change description that was made to the actions doc (D:\ARI\Support\actions).