How to Upload Notes

The first setup step in a new data extraction project is to upload the records data from which you'd like to extract variables.


Brim uses a "Comma-separated values file" or CSV format to input this data. You can find a sample Data CSV file here.


The data CSV has one document per row, and should be formatted as described below:

CSV Header:
NOTE_ID,PERSON_ID,NOTE_DATETIME,NOTE_TEXT,NOTE_TITLE
     

Fields:                                           
NOTE_ID: Integer dentifier of the note.
                                                
PERSON_ID: String unique ID of the person or patient. It's often handy for this to be a medical record number (MRN).
                                                
NOTE_DATETIME: Date time when a note was written. The format should be "YYYY-MM-DD HH:MM:SS".

NOTE_TEXT: The text of the note.
                                                
NOTE_TITLE: The title of the note.
                                                

Example:
1, 12345, 2023-01-01 12:00:00, "Example note text.", "Example Note Title"
    

Important Notes:                                            

 
  • Escape double quotation marks with double quotation marks (i.e., " becomes "").
  • The pair of NOTE_ID and PERSON_ID should be unique.

To upload data:


  1. Access Project Setup on your Project Dashboard.
    • Click on the first section, which should be named "Project Setup".
  2. Preparing a CSV
    • Click on the "Upload CSV" option.
    • You can click on "Example Format" to see the required fields in the CSV. This section also includes some formatting notes, and a link to a Sample CSV file.
    • The file should have a row for each note, including a unique identifier for the note, a unique identifier for the patient (often an MRN), and the note's date, title, and text.
  3. Select File
    • Click "Choose File", and then choose the CSV file you want to upload from your desktop.
  4. Upload File
    • Click on the "Upload" button to upload the selected file.
    • Depending on the size of the file, this might take a few seconds, a few minutes, or longer for very long files. You'll see the status in the table change to "Complete" when the data is ready.
  5. Preview Data
    • After the upload is complete, you can preview the data to ensure it was uploaded correctly by clicking "Preview Data"
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