Overview
Claim previews are synced in automatically every day at 2:00 am CST—no action needed! But if you’d rather not wait for the next scheduled import, you can start the process yourself anytime by clicking the ‘Import Claim Previews’ button. Prefer to upload files manually? No problem, just follow the steps below.
Instructions
1. Navigate to Aging > Claim Preview Files.
2. Select Upload File.
3. Select Choose File then select the claim preview file you previously downloaded from your practice management system.
4. Confirm the correct file was selected.
5. Select Upload & Process Claim Preview File to initiate the upload process or select ‘Cancel’ if you do not wish to proceed.
6. The processing icon will display, the window will close, and a message will display to let you know if the file was processed successfully or if there was an error.
- The results will be displayed in the Last Claim Preview File Uploaded & Processed and the Recent Claim Preview File History sections.