CM2000 Export

mark.thompson@oneadvanced.com Updated by mark.thompson@oneadvanced.com

Master Configuration

  • User can specify a folder location for the export - <CM2000 File Path>
  • User can specify the run frequency in hours (max 24, min 1) - default as 4 hours - <CM2000 Export Frequency>
  • User can specify the Providers to run the extract for - <Provider Multiple Select>
  • User must add a CM2000 point of contact - <System User Multi look up>

Planned Visits

Position

CBM Field

Description

Format

Mandatory

Comments

1

Set to '3'

Data Type ID

3 Literal

Yes

A type “3” represents a New or Updated Planned Visit.

If a planned visit does not exist it will be created, if it does, it will be updated.

 

2

Person > CM2000 ID

Unique Client ID

Up to 45 char string

Yes

Unique reference (from the 3rd party system) that will identify the Client

 

3

TBC

Agency ID

Up to 50 char string

No

This is required to identify the agency that the Planned Visit belongs to. This is the Agency Social Services Reference and will be given to the Provider by the Local Authority. When one is not supplied the system will assume the data is intended for the agency processing the import.

 

4

System User > Employee Payroll ID

Unique Carer ID

Up to 45 char string

Yes

Unique reference (from the 3rd party system) that will identify the Carer

 

5

Diary Booking > ID

Unique Planned Visit ID

Up to 45 char string

Yes

Unique reference (from the 3rd party system) for the planned visit  

 

6

Diary booking Staff > Planned Start Date

Date

dd/mm/yyyy

Yes

Date of the planned visit

 

7

Diary booking Staff > Planned Start Time

Start Time

hh:mm

Yes

Start time of the planned visit

 

8

Diary booking Staff > Planned End Time

End Time

hh:mm

Yes

End time of the planned visit

 

9

Diary booking > Comments

Visit Notes

Up to 100 char string

No

Any notes that are associated to the planned visit

 

10

EMPTY

Contact Type ID

Up to 30 char string

No

This is used to map the visit contact type with a configured list of types within CCL! The data in this field maps to the reference of the item within the lookups dictionary for contact type.

11

EMPTY

Alarm Time

Int

No

This sets an Real Time Alert after X mins. If the Planned visits is in the past it does not create an alert. If the client has set a Real Time Alert this will override the value in the client records for this planned visit. If not supplied then system will generate an alert based on the settings within the client.

12

EMPTY

Staff Alarm Time

Int

No

This indicates if the planned visit should create a Staff Safe Alert after X mins of the planned visit end, if the carer has not logged out of the visit.

Person

Position in csv

CBM Field or Rule

Format

Mandatory

CM2000 Field

CM2000 Description

1

Set to '7'

7 (Literal)

Yes

Data Type ID

A type “7” represents a New or Updated Client.

If the Client does not exist it will be created, if it does, it will be updated

2

Person > CM2000 ID

Up to 45 char string

Yes

Unique Client ID

Unique reference (from the 3rd party system) that will identify the Client and either create or update records

3

EMPTY

Up to 50 char string

No

Agency ID

This is required to identify the agency that the Client belongs to. This is the Agency Social Services Reference and will be given to the Provider by the Local Authority. When one is not supplied the system will assume the data is intended for the agency processing the import.

4

Person > LA Social Care Ref

Up to 30 characters

Yes

Social Services ID

Social Services Reference of the Client as provided by the Local Authority. This field is how Finance Manager associates Purchase Orders to the relevant Client

5

Person > First Name

(If NULL set to “UNKOWN”

Up to 30 characters

Yes

Client Forename

First name of the Client

6

Person > Last Name

Up to 30 characters

Yes

Client Surname

Surname of the Client

7

Person > Telephone 1

Up to 30 characters

No

Client Telephone

Call monitoring can use this number to identify the Client

8

Person > Title

Up to 10 characters

No

Client Title

Mr/Mrs/Miss etc.

9

Person > Property No.

Up to 30 characters

No

Address Street 1

 

 

10

Person > Street

Up to 30 characters

No

Address Street 2

 

11

Person > Village/District

Up to 30 characters

No

Address Street 3

 

12

Person > Town/City

Up to 30 characters

No

Address Town

 

13

Person > County

Up to 30 characters

No

Address County

 

14

Person > Postcode

Up to 10 characters

No

Address Post Code

 

15

Person > Contract > Earliest Start Date

dd/mm/yyyy

Yes

Start Date

Allows a start date to be supplied for when the service commenced for the Client

16

Person > Deactivate Date

dd/mm/yyyy

Conditional

End Date

Allows an end date to be supplied – this has the effect of making a record inactive when the date passes. If not supplied the default will be active

 

17

Person > DOB

dd/mm/yyyy

No

Date Of Birth

Client date of birth

18

Person > NHS No

Up to 10 characters

No

NHS Number

Client NHS number

Carer

Position

CBM Field

Description

Format

Mandatory

Comments

1

Set to ‘11’

Data Type ID

11 (Literal)

Yes

A type “11” represents a New or Updated Carer.

If the carer does not exist it will be created, if it does, it will be updated.

2

EMPTY

Agency ID

Up to 50 char string

No 

This is required to identify the agency that the Carer belongs to. This is the Agency Social Services Reference and will be given to the Provider by the Local Authority. When one is not supplied the system will assume the data is intended for the agency processing the import.

3

System User > Employee Payroll ID

Unique Carer ID

Up to 45 char string

Yes

Unique reference (from the 3rd party system) that will identify the Carer

 

4

System User > First Name

Carer Forename

Up to 30 char string

Yes

First name of the Carer

5

System User > Last Name

Carer Surname

Up to 30 char string

Yes

Surname of the Carer

6

System User > Title

Carer Title

Up to 10 char string

No

Mr/Mrs/Miss etc.

7

System Use r> Property No.

Address Street 1

Up to 30 char string

No

 

8

System User > Street

Address Street 2

Up to 30 char string

No

 

9

System User > Village/District

Address Street 3

Up to 30 char string

No

 

10

System User > Town/City

Address Town

Up to 30 char string

No

 

11

System User > County

Address County

Up to 30 char string

No

 

12

System User > Postcode

Address Postcode

Up to 10 char string

No

 

13

System User > Start Date

Start Date

dd/mm/yyyy

Yes

Allows a start date to be supplied for when the Carer started 

14

System User > Deactivate Date

End Date

dd/mm/yyyy

Conditional

Allows an end date to be supplied – this has the effect of making a record inactive when the date passes. If not supplied the default will be active

15

System User > Work Phone (Landline)

Carer Telephone Number

Up to 30 Char string with no formatting i.e. +44, (074787) etc.

Conditional

 

16

System User > Work Phone (Mobile)

Carer Mobile Number

Up to 30 Char string with no formatting i.e. +44, (074787) etc.

Conditional

 

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