Overview
To start working on your aging claims, an aging file must be uploaded to OneSpot first. Uploading this file will populate OneSpot's aging module with claims from your practice management system, enabling you to start using OneSpot's helpful tools and information as you view your aged claims in a new way. The instructions below detail how to upload an aging file for accounts with a single location or multiple locations.
If the below location filter is not available in the 'Aging' module, these instructions will not apply to your account. For instructions applicable to your account, refer to Upload an Aging File.
If you are unsure if this feature has been enabled, please contact support@onespotbilling.com.
Exporting an Aging File
The documentation below provides instructions for generating an aging report in your practice management system.
- Compulink - Exporting an Aging File by Location
- Crystal PM - Exporting an Aging File by Location
- Eyefinity - Exporting an Aging File
- OfficeMate - Exporting an Aging File by Location
- RevolutionEHR - Exporting an Aging File by Location
Note: If your account has multiple locations, an aging report must be exported and uploaded by each location to ensure that OneSpot correctly assigns each claim to the respective location.
Uploading an Aging File
1. Select Upload File.
2. Determine if you are a single-location or multi-location account.
- Single location accounts: The location will be selected by default; no action is required.
- Multi-location accounts: From the drop-down menu, select which location you'd like to upload an aging file for.
3. Select Choose File, then select the previously downloaded file.
4. Confirm the correct file was selected.
Notes:
- Compulink users: The file type must be in XLS format.
- Crystal PM users: The file type must be in CSV format.
- OfficeMate users: The file type must be in CSV format.
- RevolutionEHR users: The file type must be in CSV format.
5. Select the Upload & Process Aging File button to initiate the upload process or select ‘Cancel’ if you do not wish to proceed.
6. When the process is finished, the modal will close, and a message will display to let you know if the file was processed successfully or if there was an error.
Tip: After successfully processing the file, it is advisable to delete it from your computer. This will help prevent accidentally uploading an outdated file.
Payers Automatically Added from Aging File Upload
OneSpot will automatically add any payers that are not already present in your account during the aging file upload process. If a payer is already present in your account, OneSpot will skip adding it to avoid duplicates. Newly added payers will be assigned a default "Active" status. Additionally, if new payers are created during the upload, all active OneSpot users will receive a notification for each new payer. These notifications can be reviewed in Notifications.