Upload CSV Files

Client*

Select the client for this import

Title*

Enter a title for this benefit analysis process

Description

Enter an optional description for this benefit analysis process

Benefit Codes (Required)*

CSV: plan_id, benefit_code (required). Optional: bc_type, benefit_category, benefit_description, hipaa_code, pend_ex_code, pend_flag

Benefit Diagnosis Codes (Optional)

CSV with plan_id, benefit_code for matching, then from_diag_code, thru_diag_code, etc.

Benefit Places (Optional)

CSV with plan_id, benefit_code for matching, then place_code, exclude

Benefit Procedures (Optional)

CSV with plan_id, benefit_code for matching, then from_procedure, thru_procedure, etc.

Benefit Provider Types (Optional)

CSV with plan_id, benefit_code for matching, then provider_type, exclude

Benefit Specialties (Optional)

CSV with plan_id, benefit_code for matching, then specialty_code, exclude

Benefit Levels (Optional)

CSV with plan_id, benefit_code for matching, then benefit_level, from_value, thru_value, extra_value1, extra_value2, value_type, exclude

All Specialties (Optional)

CSV with single column "specialty" listing all valid specialty descriptions for this client

All Provider Types (Optional)

CSV with single column "provider_type" listing all valid provider type descriptions for this client