For any records being imported, its important that the corresponding subjects/patient IDs be imported first. This puts those subjects in place so all data can be imported under the respective profile ID. 


To import new subjects, follow the steps below.



1) Make sure a registration form has been built and defined. To check which form is defined, reference the study configuration - Workflow.






2) Build an import file with all needed subjects that are not already in the study.

This file should contain a minimum of four columns with the following data: Site, Subject ID, Visit, and Date.

The Visit column should be set as "-1". 


3) Create an import configuration and run the import