-
Your saved Universal Import Templates can viewed and managed from your interface settings. Follow these steps to view, delete, or copy a template to another customer. Viewing Universal Import Templates
Select Interface > Settings . ...
-
Created On: 03/24/2026
in FAQs & Troubleshooting FAQs
What file formats does Universal Import support? Universal Import supports HL7, ANSI837, CSV (comma-separated values), Excel, tab-separated, and pipe-delimited flat files. Can I import files from any EHR? Yes, as long as your EHR can pro...
-
Before using the Universal Import feature, consider the following important information. Review Your File
Ensure your file has all the required data needed to create your patients or claims, as well as any additional data that should be in...
-
...
-
...
-
New features | Enhancements | Resolutions
Highlights
New Features
Enhancements
New Plan Name Details Within the Eligibility Plan Number
ERA Name Mismatch Warning Will Now Ignore the Mid...
-
New features | Enhancements | Resolutions
Highlights
New Features
Enhancements
Universal Import - BETA
New Option to Stop Showing the All-Inclusive Code Warning
...
-
New features | Enhancements | Resolutions
Highlights
New Features
Enhancements
Universal Import - BETA
New Option to Ignore Modifiers Received From The WebAPI
...
-
This option allows users to manually import claims, patients, and appointments from their EMR/EHR into CollaborateMD as interface messages.
Who can import files?
Users with the Import permission.
Only files in CSV ...
-
New features | Resolutions
Highlights
New Features
New Interface Automations
New features New Interface Automations Our CollaborateMD interface provides a powerfu...