Bulk Upload Post Cataract Patients

OPERA enables you to bulk upload and assign your post cataract patients to practices for assessment.  In order to use this function you must use either:

• A CSV file produced from MediSoft/Openeyes design for the OPERA upload procedure
• A CSV file that conforms to the template below and have undergone testing procedures prior to use

CSV Template

In order to use the bulk upload your CSV file must be formatted correctly and adhere to the schema shown in this sample file: Download.

Your file must contain accurate NHS numbers for patients (mandatory field) and also the practice name and ODS code separated by a pipe (mandatory field).  Initial validation checks will determine if the both of these are present, and if the ODS code relates to a practice that is live within OPERA.  If either of the mandatory fields fail the initial check then the system will report an error and the upload will fail.

Process to Upload

Once you have your prepared CSV file, you should login to OPERA and ensure that you have been issued a hospital user login.  Once in OPERA you should select the General menu and from here you should be able to see the Bulk Upload function.  Select this. Once selected the bulk upload function will present like this:

You should then drag and drop your CSV file to the box on the left hand side, and, if successful the screen will now show the following:

You should now press the Submit Bulk Patients button to upload the file and begin the validation process.

Validation

In this example the upload has failed because there is an NHS Number error on row 2, and ODS errors on rows 6, 16 and 46.  Please note that if an error occurs at initial validation none of the records will be imported.  You must correct the errors or remove the rows and try again.