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Upload an Aging File

Updated

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 PMS, enabling you to start using OneSpot's helpful tools and information as you view your aged claims in a new way. 

If the below location filter is available in the 'Aging' module, these instructions will not apply to your account. For instructions specific to your account, refer to "Upload an Aging File - Filtered by Location." 

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.

Uploading an Aging File

1. Select Upload File.

2. Select Choose File, then select the previously downloaded file.

3. 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. 
  • Eye Cloud Pro users: The file type must be in either XLS or XLSX format. 
  • Eyefinity users: The file type must be in XLS format. 
  • OfficeMate users: The file type must be in CSV format.
  • RevolutionEHR users: The file type must be in CSV format. 

4. Select the Upload & Process Aging File button to initiate the upload process or select ‘Cancel’ if you do not wish to proceed.

5. 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 This will help prevent accidentally uploading an outdated file.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.