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Hi,

I'm trying to move from manually entering claims to using the importer Spreadsheet you provided, before I do that I have some questions:

- Do I have to use the Sheet provided by you, or can I use an excel sheet exported from our EMR database with all fields sorted in the same order?
- After uploading the sheet, will I be able to see the claims, their status and maybe adjust some of them same way as when submitting manually?
- How to enter a premium code and relate it to the original code?

Best Regards,
L

1. In theory, you can do it... however, it is best to use our spreadsheet
(cut and paste from your EMR output). Many people miss columns/rows, and
the wrong information will be imported.
2. Absolutely. They will be set in SAVED status.
3. For fixed-price premiums, enter in the spreadsheet as usual. However,
for % premiums, you will have to go into the claim, and then attach it to a
Parent Premium.

As an way to test the system, try uploading 4 patient claims.. if there are
any mistakes, you can simply delete those records. Once you are
comfortable, you can starting uploading larger amount of claims.

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