This option allows users to manually import claims, patients, and appointments from their EMR/EHR into CollaborateMD as interface messages.
Important: You must enter all Providers, Payers, and Facilities included in the import into CollaborateMD before importing any file.
Who can import files?
Users with the Import permission.
Only files in CSV (.csv, .txt), Excel (.xlsx, .xls), TSV (.tsv, .txt), and Pipe-delimited (.txt) formats are supported in these steps. For HL7 or 837 imports, visit our Import HL7 or Import ANSI 837 Help Articles.
- Select Interface > Import.
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Select your file format Comma-Separated (CSV), Excel, Tab Separated (TSV), or Pipe-Delimited from the dropdown.
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Click the Import button.
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Locate the file(s) you want to import from your computer.
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Select the Files.
Use the sample table to ensure that the header row describes the data in that column (or the import will fail). If any changes are needed, cancel the process and edit the file(s).-
Select the New Format radio button and enter the name of the Software where the file is coming from. If you have previously created one for the software you are importing from, select it from the "Previously used formats" instead.
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Verify the format and click Next.
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Verify the imported information in the corresponding tabs (Patient, Provider, Facility, Payer, Claim, Charges). If any data was not imported correctly, adjust the column names in the imported file and try again.
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Verify your Unmatched Columns tab to ensure no relevant data remained mismatched.
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Click Import.
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Click Close.
Once the import is done, click Review Results. to view the imported files in Interface Tracker.Important: The system will upload each of the files and process them as interface messages. Any errors or warnings will be available within Interface Tracker. For more information on retrieving and troubleshooting messages in interface tracker, visit our Interface Tracker Help Articles.
Use the sample table to ensure that the header row describes the data in that column (or the import will fail). If any changes are needed, cancel the process and edit the file(s).
