Interfaces: Batch Update Claims
There will be times when you need to update a claim. No problem, you do a quick search to find the claim, go to the screen you need to update, enter the new information, click Update and done. What if you need to update 100 claims with a new address or phone number or both?
No problem. Update a ton of claims with a few clicks of the mouse. Go to Interfaces located either in the Features drop-down menu or in the red access links under the red dashboard and click the Batch Update Claims link.
Prepare your import file with the formatting you see in the illustration. The column heads MUST have this format with the _ between each word. The claim ID # is the unique identifier that will match the new data with the correct claim. The file format must be either Excel xls or xlsx.
Next, click the Choose File button, select your spreadsheet and click Submit. The imported file will appear in the File history that you can refer back to. The history also tells you if the file uploaded properly by viewing the OUTPUT column.
Check your claims to confirm the new data went into the correct fields. (If it didn’t please enter a Support ticket and let us know)
PS: The Claims Report has a download link that generates a spreadsheet in the above format in order to send to a skip trace service. They will send you an update file that you can import into the Batch Update Claims feature as well.
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