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Support Center · Importing

CMS-1500 Excel import errors

Check file format, required columns, and sample workbook structure.

Steps to try

  1. Download the current sampleUse the sample workbook and instructions on the CMS-1500 Import support page.
  2. Match the required columnsCheck header text, column order, required values, and file format against the sample supplied for your version.
  3. Test one sample recordBefore importing a full workbook, use a copy containing one fictional test record to identify mapping issues.
  4. Report the error safelySend the error wording and the sample header row, not a workbook containing real patient names, identifiers, diagnoses, or payment information.
Need more information? Read the related product guide or send a support request with the product and software version.
Privacy: Use only fictional or redacted data when taking screenshots. Do not send patient records, full claim files, payment-card details, complete passcodes, or other sensitive data.