Manage Patient Rosters & Schedule Imports

After your provider connections are established, you can create a list of patients to include in your patient roster. A patient roster defines the group of members to import to the 1up FHIR Server. Your 1up representative uses your patient list to create a patient roster, and schedules recurring imports of the roster to the 1up FHIR Server. You send your patient list over SFTP to your 1up Amazon S3 bucket for import to the 1up FHIR Server.

Patient Rosters

Your patient list file must be in CSV format and must include one row for each patient. When you build your patient list CSV file, for each patient, you must include identifiers to match a patient to that patient’s EHR record. If you know the EHR FHIR® ID for each patient, you can include those FHIR IDs for patient matching. If you don’t know the EHR FHIR ID, you can instead include the demographic information (first name, last name, birth date, gender, custom identifiers) for each patient.

For Epic® sites, 1up Population Connect supports patient list CSV files of up to 200,000 patients.

Roster Import Schedules

After you create your patient list file and your 1up representative creates your roster, your 1up representative will create a schedule for recurring imports of your roster to the 1up FHIR Server. You can work with your 1up representative to create the recurring import schedule based on how current you want the patient records to be, and to enable meta tags and custom identifiers.

To make sure your patient roster is always up to date, you can work with your 1up Services representative to specify an appropriate refresh period (in days) for your roster file. The refresh period that you request creates a recurring import schedule for that roster.

To increase downstream visibility, you can work with your 1up representative to configure the meta tags to be applied to the resources that are ingested for your roster. Meta tags are included with FHIR resources and provide information about the resources, such as when a resource was last updated or the version number of a resource.

If you include custom identifiers (such as a member ID, enterprise ID, or another unique patient identifier) in your patient list, your 1up representative can configure your roster to apply those custom identifiers to each patient in the roster.