How to export/import Criteria to Spreadsheet

Exporting/Importing allows you to edit the data with a familiar spreadsheet program instead of within the program.

Let’s use the example of wanting to increase your Allowable by 5% from their existing fee schedule.

To Export Coverage Criteria to a Spreadsheet;

1. Click Filter and filter the Coverage Criteria List to the desired Payor or HCPCS Code, etc.
2. Click Edit, Export Coverage Criteria and save to a file name of your choosing. The system will automatically save in CSV (Comma Separated Value) format.
3. From your spreadsheet (MS Excel or Open Office Calc), open/import the CSV file and make changes accordingly.
   Note: The columns in the CSV correlate to the data in the HCPCS Coverage Criteria table.  Operations allowed are ‘A’ for Add, ‘U’ for Update, or ‘D’ for Delete.
4. Save the CSV file.

To Import  Coverage Criteria  from a Spreadsheet;

1. Click Edit, Import Coverage Criteria and select/open the CSV file you saved in the previous step.
2. Coverage Criteria import should be complete, and it should show you the records Added, Updated and Deleted. Make sure these numbers match your expectations or you may need to edit the CSV file and import again.

Note: The Spreadsheet file to Import, must be in the save format as that exported. You can add columns, but the first number of columns must match exactly the export format.

Note: If you are Importing Coverage Criteria Documents and/or Items and are Adding records, you will need to make sure the TIE_NO on Coverage Criteria Documents matches a TIE_NO on Coverage Criteria which has already been created. You cannot add a Coverage Criteria and add a Coverage Criteria Documents in the same step.