Create Custom Layout Screen

Purpose

The purpose of the Create Custom Layout screen is to allow a provider to specify its own flat file format for loading patient, immunization and comment files into the IRIS system. The custom layout is used for Provider-IRIS Data Exchange loads only. You must have training and experience with Data Exchange to use this feature.

View Custom Layout
Create New Custom Layout
Information Provided
Functionality

View Custom Layout

To view a custom layout, follow these steps:

Select Custom Flat File Layouts option under the Data Exchange menu Group.
Select the Custom Flat File Template Name from the Custom Flat File Template Name Pick List.
Click the View button.

Create New Custom Layout

To create a new custom layout, follow these steps:

Select Custom Flat File Layouts option under the Data Exchange menu Group.
Click the Create New Layout button.
Enter the Template Name, File Lengths of the files, and the Starting Position of any fields that will be used in the file.
Select whether the template will be used Globally or just for your organization by using the Global Template pick list.
Click the Save button.

Information Provided

The following table shows the required input fields on the screen:

Required Fields
Field Name	Description
Flat Custom	Template Name of the template that is being created.
Define Patient File Information File Length	Length of the Patient File that will be imported.
Record Identifier	Starting position of the Record Identifier, used to link a Patient to Immunization records in the Patient file.
First Name	Starting position of the First Name of the Patient in the file.
Last Name	Starting position of the Last Name of the Patient in the file.
Birth Date	Starting position of the Birth Date of the Patient in the file.
Define Immunization File Information File Length	Length of the Immunization File that will be imported.
Record Identifier	Starting position of the Record Identifier, used to link a Patient to Immunization records in the Immunization File.
Vaccine Group	Starting position of the Vaccine Group of the Immunization File. Either Vaccine Group, CPT Code or Trade Name need to be entered.
CPT Code	Starting position of the CPT Code of the Immunization File. Either CPT Code, Vaccine Group or Trade Name need to be entered.
Trade Name	Starting position of the Trade Name of the Immunization File. Either CPT Code, Vaccine Group or Trade Name need to be entered.
Vaccination Date	Starting position of the Vaccination Date of the Immunization File.
Define Comment File Information File Length	Length of the Comment File that will be imported.
Record Identifier	Starting position of the Record Identifier, used to link a Patient to Immunization and Comment records in the Comment File.
Comment Code	Starting position of the Comment code of the Comment File.

Other Fields
Field Name	Description
Patient Status	Starting position of the Patient Status of the Patient in the file.
Middle Name	Starting position of the Middle Name of the Patient in the file.
Name Suffix	Starting position of the Name Suffix of the Patient in the file.
Death Date	Starting position of the Death Date of the Patient in the file.
Mothers First Name	Starting position of the Mothers First Name of the Patient in the file.
Mothers Maiden Last Name	Starting position of the Mothers Maiden Last Name of the Patient in the file.
Sex Gender	Starting position of the Sex Gender of the Patient in the file.
Race Code	Starting position of the Race Code of the Patient in the file.
Ethnicity Code	Starting position of the Ethnicity Code of the Patient in the file.
Contact Allowed	Starting position of the Contact Allowed of the Patient in the file.
Patient ID	Starting position of the Patient ID of the Patient in the file.
Responsible Party First Name	Starting position of the Responsible Party First Name of the Patient in the file.
Responsible Party Middle Name	Starting position of the Responsible Party Middle Name of the Patient in the file.
Responsible Party Last Name	Starting position of the Responsible Party Last Name of the Patient in the file.
Responsible Party Relationship	Starting position of the Responsible Party Relationship of the Patient in the file.
Street Address	Starting position of the Street Address of the Patient in the file.
PO Box Route Line	Starting position of the PO Box Route Line of the Patient in the file.
Other Address Line	Starting position of the Other Address Line of the Patient in the file.
City	Starting position of the City of the Patient in the file.
State	Starting position of the State of the Patient in the file.
Zip	Starting position of the Zip of the Patient in the file.
County	Starting position of the County of the Patient in the file.
Phone	Starting position of the Phone of the Patient in the file.
Sending Organization	Starting position of the Sending Organization in the file.
Administration Route Code	Starting position of the Administration Route Code in the Immunization file.
Body Site Code	Starting position of the Body Site Code in the Immunization file.
Reaction Code	Starting position of the Reaction Code in the Immunization file.
Manufacturer Code	Starting position of the Manufacturer Code in the Immunization file.
Immunization Information Source	Starting position of the Immunization Information Source in the Immunization file.
Lot Number	Starting position of the Lot Number in the Immunization file.
Provider Name	Starting position of the Provider Name in the Immunization file.
Administered By Name	Starting position of the Administered By Name in the Immunization file.
Site Name	Starting position of the Site Name in the Immunization file.
Sending Organization	Starting position of the Sending Organization in the Immunization file.
Financial Class (VFC Eligibility)	Starting position of the Financial Class (VFC Eligibility) Status in the Immunization file.
Vaccine Purchased With (Funding Type)	Starting position of the Vaccine Purchased With (Funding Type) in the Immunization file.
Insurance Provider ID	Starting position of the NAIC code of the insurance provider in the Immunization file.
Insurance Policy Number	Starting position of the Insurance Policy Number in the Immunization file.
Applies to Date	Starting position of the Applies to Date in the Comment file.

Functionality

The following table describes the buttons available on the Create Custom Layout screen.

Button	Description
	When you click on the View button, the system displays the detailed field lengths and starting positions for all the fields in the custom layout you chose from the pick list.
	When you click the Create new layout button, the system displays the Create New Layout page.