Case Notes migration steps

Overview of Steps

1. Extraction of Case Notes by DATIS
2. HSP runs DD-01 to obtain Client Admission details
3. HSP runs DD-03 to obtain Client details
4. HSP runs DD-11 to obtain Activity Log Individual Appointment Details
5. HSP runs DD-13 to obtain Activity Log Group Appointment Details
6. Vendor matches the activity IDs from the Case Notes to the solo client or group client(s), and  if there is no activity ID then the vendor will use DD-01 and -03 to match the case note to the client and the specific admission the note was recorded against

Step 1: Extraction of Case Notes by DATIS

1. The first step to transferring your case notes from Catalyst to your new records system is to request an extract of your case notes from DATIS.  This is done through a subtask requested on the DATIS Service Desk through your HSP's main off-boarding ticket. 
2. You will receive your Case Notes content and metadata in a spreadsheet sent through CAMH's Secure File Transfer Protocol system, and your case notes attachments (if you have attached them) will be sent as BLOB files to the same portal.
3. The Case Notes extract spreadsheet will look something like the sample below: