This article provides instructions on how to identify application field IDs and import them into BestNotes Data Forms or Med/Clinical documents, including how to prepare the data for submission to support.

Permissions Required

No specific BestNotes permissions are required.

Importing Application Fields to Data Forms or Med/Clinical Documents

Finding Application Field IDs

  1. In Google Chrome, navigate to the portal.
  2. Log into a test client.
  3. Open the desired application.
  4. Click in the text box or highlight the radio button.
  5. Right-click and select Inspect Element.

Screenshot showing developer tools open.

  1. The developer tool will open and highlight a row of text.

Screenshot showing right-click menu with Inspect Element selected.

  1. Find the name property and enter it in an Excel spreadsheet column (A).

  1. Go back to your application and repeat this process for all the fields you want to import.

Screenshot showing the name property highlighted in developer tools.

  1. Use either the Data Forms or Med/Clinical method as needed.

Data Forms Method

  1. Go to the Data Forms area under Settings.
  2. Open the form(s) where you want the data to be placed.
  3. Copy the ID number and enter it in a separate column (B) next to the name of the question it will tie to.

Med/Clinical Method

  1. Click the Med/Clinical button for any client.

Screenshot showing a Data Form with an ID number highlighted.

  1. For radio buttons and text areas, right-click and select Inspect Element (if you don’t see this option, submit a support ticket and they will get it working for you).
  2. Look for the field property (should be a number) and enter it in a separate column (B) next to the name of the question it will tie to.

Building the Import Array and Submitting to Support

  • In the next empty column (C), use the concatenate command to build the array that the import will use to fill the data.

    • Screenshot showing the field property highlighted in developer tools for Med/Clinical.

      • =CONCATENATE(", array($",A2,", ",B2,",1)")
      • A2 references spreadsheet cell A2.
      • B2 references cell B2.
    1. This will give you a result that looks similar to this:
      • , array($S_MNAME, 11073, 1)
    2. If C2 is referencing correctly, then use the formula =CONCATENATE(", array($",A2,", ",B2,",1)") for the rest of the column C spreadsheet rows.
    3. Use the spreadsheet drag feature to complete this for you.

Screenshot showing an Excel spreadsheet with the formula dragged down.

  • Save the spreadsheet and submit a support ticket.

    • Screenshot showing an Excel spreadsheet with the concatenate formula.

    1. They will review and incorporate it into the import.
    2. Once that is done, they will notify you so that you can test the import process on a new application.
    3. You will have to enter data into each field that is being imported so we know it works completely.

Note: Table data cannot be imported at this time!

Reference Checklists for Specific Fields

For the MEDICAL_HISTORY, VISION, UNUSUAL_BEHAVIORS, FAVORITE_SUBJECTS and UNFAVORITE_SUBJECTS checklists, reference the lists below, then let BestNotes Support know it is included.

MEDICAL_HISTORY Checklist

For the MEDICAL_HISTORY Checklist, instead of using MEDICAL_HISTORY_0, MEDICAL_HISTORY_1, etc. use this list, then let BestNotes Support know it is included.

$Allergies

$AnaphylacticShock

$Anemia

$Ankleproblem

$Anorexiabulimia

$Appendicitis

$Armproblem

$Arthritis

$Asthma

$Backproblems

$Bedwetting

$Bladderkidneyproblemsinfections

$BleedingDisorder

$Bonecondition

$Bowelproblems

$Brokenbones

$Cancer

$Chestpains

$Chroniccough

$Circulationissues

$Coldsfrequent

$Constipation

$CystsTumors

$Dermatitis

$DiabetesIII

$Diarrhea

$Difficultywalkingorlifting

$Earinfections

$Endocrinproblems

$Excessivesweating

$Faintingdizziness

$Familyhistoryofheartdisease

$Footproblem

$Frequentcoldssorethroats

$Frequentheartburn

$Frequentmusclecramps

$Frequentshortnessofbreath

$Frostbite

$Gasbloating

$HIVAIDS

$Headtraumas

$Headachesmigraines

$Hearingimpairment

$Heartproblemsmurmurs

$HepatitisABC

$Hernia

$Highbloodpressure

$Hypoglycemia

$Intolerancetocold

$Intolerancetoheatoverheatseasily

$Irregularheartbeat

$Jointinjuries

$Kidneyproblems

$Kneeproblem

$Legproblem

$Liverproblems

$Lunginfections

$Medicalequipmentordevices

$Meningitis

$MenstrualProblemsheavybleeding

$Mononucleosis

$Motionsickness

$Obesity

$Other

$PMSseveresymptoms

$Pneumoniabronchitis

$Pregnancy

$Recurrentinjurysurgery

$STDs

$Scoliosis

$Seizuresepilepsy

$Shoulderproblem

$Skindiseasesproblems

$Sleepwalking

$TBPositivetest

$TBRecentexposure

$TBTuberculosis

$Thyroidproblems

$Ulcers

$Unexpectedweightloss

$Urinationproblem

VISION Checklist

For the VISION Checklist instead of using VISION_0, VISION_1, etc. use the list below, then let BestNotes Support know it is included.

$allthetime

$classroom

$contacts

$glasses

$reading

UNUSUAL_BEHAVIORS Checklist

For the UNUSUAL_BEHAVIORS Checklist instead of using UNUSUAL_BEHAVIORS_0, UNUSUAL_BEHAVIORS_1, etc. use the list below, then let BestNotes Support know it is included.

$Bedwetting

$Delusions

$Hallucinations

$HeadBanging

$Nightmares

$ParanoidThinking

$Stuttering

$Tics

FAVORITE_SUBJECTS Checklist

For the FAVORITE_SUBJECTS Checklist instead of using FAVORITE_SUBJECTS_0, FAVORITE_SUBJECTS_1, etc. use the list below, then let BestNotes Support know it is included.

$Art

$Choir

$Computers

$English

$ForeignLanguages

$History

$Math

$Music

$PE

$Reading

$Science

$Shop

UNFAVORITE_SUBJECTS Checklist

For the UNFAVORITE_SUBJECTS Checklist instead of using UNFAVORITE_SUBJECTS_0, UNFAVORITE_SUBJECTS_1, etc. use the list below, then let BestNotes Support know it is included.

$Art

$Choir

$Computers

$English

$ForeignLanguages

$History

$Math

$Music

$PE

$Reading

$Science

$Shop

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