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Using Excel Spreadsheet Claim Importer File

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How to use our Excel spreadsheet claim import file

Question:

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 the same ways as when submitting manually?
- How to enter a premium code and relate it to the original code?

Answer: 

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 a 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 start uploading a larger amount of claims.

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