Importing your past cases
In short. You do not have to retype years of cases. Pick a hospital sheet or an eLogbook export and Case Logbook brings the cases in, matches them to the ones you already have, and confirms them where a hospital record backs them. Anything the app is unsure about is put to you. It never merges or drops a case behind your back.
To start, tap Import a spreadsheet on your case list.
What an import brings in
A hospital sheet brings patient names, MRNs and, where the sheet carries them, billing and earnings figures. An eLogbook export brings the MRN, date, operation and a good deal of clinical detail, but no patient names. You can use either one first, or both.
Names, MRNs and earnings are scrambled on your phone with your backup password as they come in. Nothing readable about a patient or your earnings leaves the device. See Where your data lives.
The import preview shows what it worked out before anything is saved: which column became which field, how many cases will arrive without a name, and how many procedure names were matched.
What “confirmed” means
A case is confirmed when a hospital’s own record backs it, which in practice means a hospital sheet. A case that first arrives from a hospital sheet is therefore confirmed at once. A case you captured yourself, or one that came from an eLogbook export, starts unconfirmed. It becomes confirmed when a hospital sheet for the same patient and operation arrives later, in whichever order they come.
Confirmation only ever comes from the hospital’s record, however good your own wording is. Your own wording for the procedure is never overwritten by a sheet. See Your cases for how confirmed cases look in the list.
What happens to matches
Each row is matched to a case you already have by hospital number, a close date and the operation. A match updates the case you have and fills in only what is missing: a name, an age or a sex. It never changes your operation, the date or an earnings figure. Bringing in the same file twice changes nothing.
If a row might be a copy of a case you already have, both are kept and the pair waits for you under Settings → Remove duplicate cases. Read Check for duplicates for the choices.
On Portfolio, a settlement workbook imports the cases and times, not the earnings.