Importing Custom Metrics from a CSV


Importing custom metrics from a CSV is a convenient and quick way to update the custom metrics for a large cohort of patients. Use this article to learn how to import this custom metric data.

Note: You must have the Update Patients permission on a patient to upload the patient custom metrics.

Constructing the CSV

The best way to create CSVs is from a spreadsheet. Use familiar tools like Microsoft Excel, Apple's Numbers application, or Google Sheets to create the spreadsheet, and then export or save the sheet as a CSV (comma-separated values) file.

At minimum, your spreadsheet should have a patient ID column. We recommend labeling this column as Patient ID. Next, add columns for each of the custom metrics you wish to import. Finally, if there are other columns you wish to include to help keep your spreadsheet organized, feel free to include those as well. You can instruct the import wizard to ignore columns you do not wish to associate with any custom metrics. In the example below, we have a spreadsheet containing four patients. The Patient ID column will be used to identify matching patients. Since we are only using the Name column to help us keep the spreadsheet organized, we will instruct the import wizard to ignore that column. The columns for Immobilization Technique and Normalcy of Diet at 6 mo. represent two of the custom metrics we wish to update.

Patient ID Name Immobilization Technique Normalcy of Diet at 6 mo.
HNC-0522c0002 Myers^Josh Technique A 60
HNC-0522c0003 Kim^Marie Technique A 80
HNC-0522c0009 Becker^Matthew   90
HNC-0522c0013 Jensen^Myrtle Technique B 80

Defining Custom Metrics

To learn more about setting up custom metrics for your organization, visit our Defining Custom Metrics article.

Importing the Custom Metrics

  1. Select the Uploads module from the main navigation on the left.
  2. With the proper workspace selected, press the Import Metrics button located in the large toolbar at the top. This will open the Import Metrics wizard.
  3. Begin by selecting the CSV file containing the custom metric data. Press the Select File button to choose a file from your file system. Then press Next to continue to the next step.

    Note: Currently, the only available option under "Select how empty custom metric cells in the CSV file should be handled:" is "Leave the existing patient custom metric value unchanged." More options will be added in future ProKnow releases.
  4. Associate each column in the spreadsheet with the appropriate custom metric. Columns that match metric names exactly will be automatically associated. Otherwise, to associate a column with a custom metric, choose the custom metric from the select box. To ignore the column, choose (Ignore) from the select box. Press Next when finished to continue to the next step.


  5. After clicking the Next button, you will be asked to acknowledge that you understand the consequences of the action you are about to perform. The acknowledgement will list how many rows were found in the spreadsheet and how many potential patient records may be updated. Please note that only rows that have a corresponding patient record in the current workspace (as defined by the selected "Patient ID" column) will be updated. Once you have acknowledged the potential impact by clicking on the consent checkbox, you may press the Import button to begin importing the metric data.
  6. Once importing is complete, you will see a message reporting how many rows were imported. To view a detailed results report, click on the "Click here to download a results report" link which will download a CSV file containing detailed information on all metrics imported (and any that may have failed to import). Press Finish to exit the wizard.
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