Reduce repetitive entry
Bring supported claim data into the program instead of retyping the same fields one claim at a time.
Import workflow
CMS-1500 Excel Import Software
When claim data already exists in a spreadsheet, retyping every field can become the slowest part of a paper-claim workflow. The CMS-1500 program includes a supported Excel import process for data arranged in the required layout.
No credit card for trial$99/year · 1 computerWindows desktop softwareU.S.-based support
Where Excel import can save time
Import is most useful when source data is already organized and repeatable.
Review before printing
Imported data should still be checked in the claim workflow before the form is printed.
Keep a repeatable layout
A defined spreadsheet layout makes recurring imports easier for staff to follow.
Save imported claims
After import, claims can be saved and reopened locally for correction, reuse or reprinting.
Validate common fields
Use the program review after import to catch common missing or inconsistent information.
Test with your data
Use the free trial with a sample spreadsheet before committing to the registered version.
Import does not replace claim review
Spreadsheet import is a data-entry aid, not a substitute for coding, payer rules or staff review. The practical workflow is: prepare the supported spreadsheet, import it, review the claim, run validation and then preview or test-print before mailing.
Excel import vs a fillable PDF
A fillable PDF can be useful for one-off entry, but it generally does not provide the same repeat-claim workflow. If your office regularly starts from spreadsheet data, import plus saving, validation and printer-alignment controls are the features to test.
Related guides
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Frequently asked questions
Can I import any Excel spreadsheet?
The import must follow the program's supported layout. Test a sample file in the free trial before relying on it for production work.
Can I save a claim after importing it?
Yes. The workflow is designed so imported claims can be reviewed, saved, reopened and printed.
Test the CMS-1500 workflow before buying
Download the free Windows trial. If the workflow fits your office, the registered CMS-1500 / HCFA-1500 software is $99/year for 1 computer.
$99/year1 computer