Enrolments
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      1. Auxita Help
      2. Enrolments

      Creating Bulk Enrolments

      Upload a patient list to Auxita that will initiate several enrolment forms for a single drug at one time through the bulk actions section.

      Through the import tool in Auxita, you can create several enrolment forms for various patients at once. If the patient does not exist in Auxita, a new patient profile is created. 

      For example, if you need to complete a non-medical switch for all of your patients on Drug A over to Drug B – you can export a list of all patients on Drug A from your EMR and initiate an Enrolment form for all of them at the same time.  

      Then, you can complete each enrolment form individually, sign it and submit it to the program.  

      Pencil icon PREREQUISITE – In order to complete a Bulk Enrolment within Auxita a CSV file with patient demographics is required.  

      Pencil icon NOTE You will need a list of patients in a .CSV file to be able to complete a bulk enrolment in Auxita.

      Lightbulb icon TIP We recommend creating a report/Query in your EMR to generate this list. Most EMRs have the ability to generate a list based on past prescriptions, diagnoses or forms saved to the patient’s chart.

      For instructions on exporting a patient list from Accuro, please review this article: Patient Export from Accuro EMR

      To initiate the enrolment forms 

      1. Once logged into Auxita, from the left-side menu click on Import.
      2. To start your import, click the ‘Import Actions’ button. Then choose Enrol Patients in Bulk. 
      3. First select the Drug.
      4. Then choose the specific Enrolment form you wish to initiate for the selected drug. 
      5. Choose the Prescriber the Enrolment Forms should be saved under.
      6. Click the Proceed button.
        Enrol Patients in Bulk window prior to proceeding

      7. An 'Acknowledge Import' dialog box displays to provide your consent. Choose to Show advanced mapping options and click 'OK'. 
      8. Browse to the saved .csv file on your device. Select the file and click 'Open' to begin the import to Auxita. 
      9. If the advanced mapping option is selected, the Mapping Columns window displays. Match the column header from the imported CSV file to the corresponding Auxita fields 
      10. For more information on advanced mapping see: How to Upload Patient Profiles to Auxita from your EMR
      11. Once the import is complete. A 'Success' dialogue box will appear while the upload is processing. 

      undefined-Oct-24-2023-02-07-05-6786-PMNOTE It is recommended to use the advance mapping option, but you can move forward without it if it is not needed. 

      The import review list with 4 patients processing partial enrolments and a success message in the top right corner.

      Pencil icon NOTE  You can either import a list of entirely new patients, or a list that contains patients that have already been enrolled in a patient support program through Auxita.

      Completing imported enrolment forms

      After the import has finished processing, go to the Patients section. The recently imported patients will display at the top of the list and under the Program column, along with the name of the program for the enrolment form that was selected.

      An overview of a patients list with the programs they were recently enrolled into

      Click the patient’s name to view and edit the enrolment form.

      For more information on editing an in-progress enrolment, refer to the article: 

      View or Change an In-Progress Enrolment

      Lightbulb icon TIP You’ll need to create separate .CSV files for each program you want to enrol patients into.