Bulk Excel import
Bring supported claim records into the software in one import.
Spreadsheet import for electronic claims
Import supported professional claim records from Excel, review the imported claims in the software, validate the data, and create the 837P electronic claim file without retyping every record one at a time.
1-year license · 1 computer · Free limited-use trial.

Focused professional claim workflow
The spreadsheet is used to bring structured claim data into the desktop program. You can review records individually, correct problems, and then generate the standards-based 837P file used by your external submission workflow.
Bring supported claim records into the software in one import.
Open individual imported claims and verify the data.
Identify missing or inconsistent information before export.
Create an 837P workflow for a single record or a larger imported set.
Keep imported claim records available locally for later work.
Create the professional electronic claim file after review.
Enter a professional claim or import supported Excel claim records.
Open claim records, correct the data, and review issues before export.
Generate the ANSI X12N 837P Version 5010A1 professional electronic claim file.
Use the payer, clearinghouse, Medicare contractor, billing service or other route you already use.
Common questions
The spreadsheet must use the supported import structure so claim fields can be mapped correctly.
Yes. Imported records can be reviewed in the software before the 837P file is created.
No. Excel is the import source. The software creates the 837P file, and submission happens through your external channel.