How to import data via an Interface that you have set up
Setting up EZClaim to import data is done through the Interface Library.
Review the Interface Library article for more information and specifications.
Please contact EZClaim for the latest information on Interface capabilities.
To easily navigate this article, use the links provided below. At the end of each section, click "Back to Top" to return to this menu.
Review Incoming Files
Once the interface has been activated, EZClaim will check for incoming data as needed.
On the Ribbon Bar, the Review Incoming icon is used for reviewing the incoming data.
When data is ready, the icon will change to show how many files are ready for processing.
Clicking the Review Incoming icon will open the Interface Data Review screen.
- To force EZClaim to check for new data files, click the Check for New Data button.
Processing Files Individually
- Double-click a file shown in the list to open the data review screen.
OR
- Place a check next to the files to process and click the Review button.
To view additional details of the incoming data, click any of the View Details buttons.
Duplicate Data
If EZClaim encounters a service line determined to be a duplicate, the user will be notified with a message on the review screen and given an opportunity to view the details:
A user could also “unmark” the service line as a duplicate by expanding the service line details and unchecking the box:
- If multiple entries match physician classification and NPI, the Address 1 field will be used to distinguish between them.
Import Batch
- If the summary information looks correct, click the Import Batch button.
- The data will be imported
- a confirmation window will be shown
- a log entry will be shown in the lower half of the screen.
- Additionally, patients imported this way will have a note indicating the date and time they were imported, who processed the import, along with what interface was used and the file name:
Save for Later
If you would like to import the batch later, click the Save for Later button and EZClaim will leave the file in the list.
Delete Batch
If the batch contains data you do not want to import, click the Delete Batch button.
The file will be removed from the list.
Processing Multiple Files
- Place a check next to the files to process.
- Click the Import button to process all the files automatically.
- Any file that had issues being imported will remain and can be processed individually.