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There are several good ways to import data into CAREWare, though these processes can be quite complicated for novice users. This wiki page summarizes the three most common methods and provides links to relevant documentation.

Provider Data Import (PDI)

The Provider Data Import (PDI) allows users to import their clinical data from other electronic health record applications into CAREWare using a pre-defined Access or XML template. Once one or more files are ready for import, users map incoming fields with the associated CAREWare fields before completing the process.

The PDI template can be downloaded:

  • For Build 960 PDI template click here.
  • For Build 969 PDI template click here.

All PDI data fields are outlined in the Provider Data Import - Specifications document.
  • Last updated on 8/21/2018 for build 960.

Click here to learn more about the PDI in an XML format.

The PDI data entry rules can be reviewed in the Provider Data Import - Data Entry Rules document.

A user can follow the steps to complete the import using the PDI with the PDI User Manual.

Many users want to import data via the PDI into CAREWare for reporting purposes. We have created the following documents for this purpose. These documents identify the PDI fields that hold the report and question specific fields for the necessary incoming data.

The PDI-Peformance Measure Field Map details all PDI fields with the corresponding CAREWare elements for use by the HAB Performance Measures within CAREWare.

The PDI-Performance Measure Element Map details all the CAREWare field selections used to create the HAB Performance Measures by individual performance measure. Each measure is broken apart to its base field selections and PDI and user data used for individual field selection.

The PDI-RSR Field Map details all fields in use on the RSR and the necessary field to use within the PDI template.

The PDI-ADR Field Map details all fields in use on the ADR and the necessary field to use within the PDI template.

Instructions for setting up CAREWare for automatic PDI imports are here.


HL7 is a standardized framework for exchanging, integrating, retrieving, and sharing electronic health information. This framework provides the ability to exchange several different types of clinical data. The CAREWare HL7 import allows for importing such clinical data as hospital admissions, diagnoses, tests, and appointments.

The use of the HL7 Socket to import clinical data allows users to automatically import data as the HL7 file is placed within the pre-defined location on the central server. Prior to the first successful import of the HL7 data a user must map all incoming fields to existing fields within CAREWare.

More information regarding the overall architecture of the HL7 Socket interface please review the HL7 Socket Tech document.

More information regarding the HL7 Socket installation can be found in the HL7 Socket Installation document.

To see all RSR fields available for import using the HL7 Socket Interface please review the HL7 Options for RSR Fields document.

The CAREWare Feature Explorer also provides a brief overview of the HL7 Socket Interface.

Data Translation Module

The Data Translation Module (DTM) is a utility designed to parse flat text files in a CSV format, or Excel files, and create an Access database template file that can be easily imported into CAREWare through the Provider Data Import (PDI). After required configuration and mapping processes are complete, this utility can be automated and will look for incoming files in a specified folder.

You can learn more about the Data Translator Module and download the utility at the Data Translation Module page.

Instructions for setting up CAREWare for automatic DTM imports are here.

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