Who can use this feature?
Auth Reps are able to download combined customer data snapshot files.
Admins are able to only download individual customer data snapshot files that they have access to.
Once a one-time or recurring Data Snapshot is available for download, it can be downloaded from within the application.
Did you know you can auto-retrieve your snapshots via our WebAPI? Reference our WebAPI documentation for more information.
Click the icon with your name located in the top right corner of the screen.
Select Download Snapshots.
Locate and click on the Data Snapshot from the list.
Once the Data Snapshot window opens, locate the downloaded zip file and choose the application you wish to open it with (e.g., Excel, Notepad, etc.)
When sending and sharing Data Snapshots, it is the Auth Rep’s responsibility to ensure they are securely sending the data by adhering to HIPPA rules and regulations.
We highly suggest downloading recurring Data Snapshots daily, as you will NOT be able to recover snapshots from previous days. Data Snapshots reflect real-time data as it appears on the run date.
Snapshots are only visible after 6:00 AM EDT of the scheduled date.