Table of Contents

Importation of residence

Prerequisite

The installation of Installation Node.js is required for the correct operation of the extraction tool.

The operation of Sofi Sync requires a user with the rights and key to access SOFI data.

You need to create an employee who is well identified in the SOFI instance with the API key and the secret used in the application needing access.

Make sure that the created user has the Login to API Allowed checkbox checked and that the access group of this user has all the required rights.

Installation

Download the latest version of the tool. Follow the link: https://gitlab.telemedic.ca/op-team/sofi-import-tool/-/releases and click on the “build” link under the “Assets” section.

Extract the contents of the compressed file into a subdirectory at the root of the C: drive (e.g. c:\telemedic\importation)

Configuration

A file named “config.json” contains the configuration for the program.

Edit the config.json file to add the access (SOFI url) and authentication (key and secret) information to the SOFI API. (Maintain the structure) eg. ex. :

  "API": {
      "url": "https://siteclient.telemedic.ca/",
      "key": "COMPANY1_API_ACCESS_KEY",
      "secret": "API_SECRET"
  },

Import file

An excel file comes with the import tool (data.xlsx). Five pages make up this document Building, Units, Rooms, Residents, ResidentPhones.

«Building» contains the following columns Name1, Address, City, Province, Country, Postal Code, Daytime Phone, Evening phone, Fax et Email.
«Unit» contains the following columns Code1, French Description1, English Description1, Accommodation Type et Building Name1.
«Rooms» contains the following columns Code1, French Description, English Description, Building Name1, Unit Code1, Accommodation Type, Area et Value.
«Residents» contains the following columns HealthInsuranceNumber1, StreetAddress1, PostalCode1, City1, Province1, Country1
«ResidentPhones» contains the following columns HealthInsuranceNumber1, Number1, Extension1, Type1, Priority1, AdditionalInformation1

The tool allows the addition of units and rooms in the residence.

Once all the residents are added to the residence with the “Company→Patient Import” control panel menu, it is possible with this tool to add the residents' home addresses and phone numbers.

The menu of the control panel “Company→Patient Import” is only accessible with the SOFI user

Required rights

ModuleViewAddEditDeleteSpecial
General InformationView Add Edit
Residence AdminView Add Edit

Carrying out the import

The run.cmd command runs the import tool and displays the result on the screen.

Limitation

For a residence that has Floors/Units and rooms with the number zero (0), the floor or room must be created first so that the import tool does not return an error.

1 - The Excel file tab names and columns must be in English.
All fields in the Excel file must be in text format.
The unit and room code column must be a number.