Universal Import

Universal Interface Import allows users with an EMR/EHR that has not built an interface with us to import encounter, claim, and patient data from any external system. Customers can now upload CSV, Excel, TSV, and pipe-delimited files using our Interface Import section. This feature uses AI-powered field mapping to automatically interpret the structure of CSV/Excel files from other systems and map them into CMD. This new feature allows customers who do not use our WebAPI to automatically import encounters, claims, and patients from any EMR/EHR via a report or export from their software. Customers can also manually import claims into our system in the HL7 format or claims from an 837 ANSI file format into CollaborateMD.

Who can use this feature?

Authorized Representatives and Admins can Activate the feature.

Users with Import permission set to Allow can import files.

To use Interface Import, it must first be activated within Interface Settings.

Universal Import

Enable Import

Import CSV, Excel, TSV, or Pipe-Delimited Files (claims, patients, appointments)

Import HL7 Files (claims, patients, appointments)

Import ANSI (837) Files