XML Import
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      XML Import

      Everything you need to know about XML import

      With the release of 8.0.604, EZClaim now has the ability to import data in XML format.
       

      Note: Adjustments can also be imported, but only during the creation of claims or service lines. 

      XML Import Steps

      • To access the XML Import Interface, go to the Libraries section and click on Interface.

      Note: This process requires the ADMIN password

      • On the left-hand side, click on EZClaim XML Import 

      Here are the fields and their explanations: 

      • Activation Code: The activation code is provided by EZClaim to enable the interface functionality
      • Active: To activate this interface, simply check the box
      • Update Patient Information: Incoming patient data will replace existing data
      • Check Import Directory: Check this option if files will not be accessible via SFTP
      • Import Directory: Directory location for the files to be imported
        • This is a location that you select on your computer
      • Check Minutes: This setting determines the frequency at which the EZClaim program will scan the import directory for new files to be added to the interface review screen
      • Backup Files: If selected, copies of the files will be automatically saved in a designated backup directory within the import directory
        • The filename will include the precise date and time when it was imported into the company file
      • Check SFTP: Select this option if you will be importing files through the Secure File Transfer Protocol
      • SFTP Site: Please refer to the EDI Connection Library for instructions on setting up EDI Connection entries and configuring the site from which to pull SFTP files