Facility List Import and Update

How to import your facilities list from your state trauma registry, and how to update it again later with fresh data.

Some States Do Not Have a Usable Facility List

When your AngelTrack server was first deployed, your state's facility list was imported for you by your AngelTrack integrator, if possible.

However, not all states publish a facility list in a usable format (AngelTrack needs each entry to include a name, street address, city, and ZIP code), so your facility list in AngelTrack might still be empty. In that case you must create your own facility records as-you-go, inputting their state facility ID numbers manually by looking them up in whatever partial list your state publishes. You can find your state's facility list by visiting the NEMSIS website, scrolling down and clicking your state, clicking "State Data Set", and then opening the "Facility List" node.

If your state later publishes a usable facility list, then you can use AngelTrack's importer to pull the whole thing into your AngelTrack server. Follow the instructions below to learn how to reconcile conflicts between your facility list and your state's.

Importing an Updated State Facility List

When your state trauma registry updates its facility list with new data, you can re-import it into AngelTrack, which will attempt to merge the changes into your facility list. Unfortunately this is tricky business, because states can sometimes publish a breaking change to their facility list that will require manual intervention. To learn more, keep reading.

Because of the possibility of breaking changes, AngelTrack does not automatically maintain your facility list for you, or automatically re-import new data from your state trauma registry. You must do this yourself, when your trauma registry notifies you that they've updated their list.

To import the updated list, login to AngelTrack with administrator privileges, visit the Facility List, and click the bulk-import button Add.multiple-Sep-21-2022-08-59-07-59-PM.

The importer will already know the URL for your state's facility list as posted in the official location on the NEMSIS website, so you should not need to specify a URL or provide a .CSV file.

For your first attempt, choose the "Dry run" option, so that AngelTrack will show you any breaking changes that will require preparation.

Breaking Changes

Here are some examples of breaking changes that you must consider:

Deletions: If your state trauma registry deletes an entry from their facility list, AngelTrack will not also delete the matching record in your facility list, because that record may have financial and historical data attached to it. You can leave such records just as they are, because those facilities are now closed and so you won't be visiting them again. Or you can manually mark them deleted.

Name changes: If a record in the state facility list changes its name in a significant way, AngelTrack's importer will warn you in orange text. If the facility is not also changing its street address, then name changes are harmless, as long as your dispatchers know that they may need to search for the facility under its new name, as they won't be able to find it under its old name.

Address changes: If a record in the state facility list changes its address in a significant way, and if you've got a call history to or from that facility, then AngelTrack's importer will warn you in red text. These changes are potentially serious, and so must be manually reviewed. Facility address changes normally consist of moving just around a corner, i.e. changing from a side-street address to a main-street address, where it makes no practical difference. However, it is nevertheless possible that a state trauma registry could mistakenly change an existing entry to an entirely different location. In that case, you must retire your existing facility record by changing its state facility ID to a generic code (as provided somewhere in your state's facility list), thus forcing AngelTrack's importer to create a whole new facility record to represent the facility at its new address.

Duplicate Records

If your dispatchers have manually created a record for a facility, and if that facility also appears in your state's facility list under a different name or street address, and if your dispatchers have not also input its state facility ID, then AngelTrack's importer will create a duplicate record for it, because it won't exactly match any existing facility record in your list.

You must manually identify and merge these duplicate records, using the "Dupe finder" tab of the Facility Edit page for any of the affected records.

Importing a .CSV File

AngelTrack can also import from a .CSV ("Comma-Separated Values") file.

The file must have the data arranged in certain columns. From the Facilities List Importer, click "Show detailed instructions for CSV files" to display the detailed instructions for how the data must be formatted.

If your file is in Microsoft Excel™ format, use Excel to convert it to .CSV by selecting the "Save As..." feature. If there are multiple worksheets in the Excel workbook, then each worksheet must be individually saved as a .CSV and then imported separately.

For each data row in the .CSV, AngelTrack attempts to locate an existing facility record, by matching the name and street address. If an existing facility record is found that matches those two criteria, then the record is updated with new data (from the .CSV) for the other fields.