1
Download the workbook
Open the Import Data tab. Keep the existing column names exactly as they appear.
CMS-1500 bulk import
One Excel template for paper and electronic claims
Use this workbook to import multiple CMS-1500 claims into the Paper and Electronic Filing Software. The format keeps each claim together while allowing Box 24 service lines to continue vertically instead of creating hundreds of columns.
CMS-1500 Import Sample
CMS1500-Import-Sample.xlsx
This is the only sample workbook displayed on this page. It includes working sample claims and a Read Me tab with the import rules.
Download Excel Import TemplateHow to use the workbook
The workbook uses one Excel row for each Box 24 service line. Claims with multiple services simply continue on the rows below.
2
Assign a Claim ID
Give each claim a unique Import Claim ID, such as CLAIM-001. Repeat that ID on every service-line row for the claim.
3
Number the service lines
Use Service Line # values 1, 2, 3 and so on. Each row represents one Box 24 service line.
4
Import and review
Save as .xlsx, then choose Bulk Claims > Import Excel / CSV. Review the Import Preview before anything is added.
The two rules that make the import clean
These rules let one workbook handle simple one-line claims and larger professional claims without making the spreadsheet difficult to use.
Claim-level information goes on Service Line 1
Enter patient, insured, payer, diagnosis, billing provider, service facility and other claim-level fields on the first row of the claim. On rows 2 and higher, those claim-level cells can stay blank.
Box 24 information goes on every service row
Dates of service, place of service, procedure code, modifiers, diagnosis pointers, charges, units and rendering-provider information belong on the applicable service-line row.
Repeat the two import keys on every row
Import Claim ID tells the software which rows belong to one claim. Service Line # controls the order of the Box 24 lines.
Do not rename the headers
The software maps the workbook by the supported column names. Keep the header row intact and enter your data underneath it.
Dates: Use the workbook's existing format. The importer can normalize supported Excel date cells and standard date entries during import.
Sample claims already included
The workbook contains three sample claims so you can see exactly how a multi-line claim is stacked.
Sample claim
Service lines
What it demonstrates
Claim ID
Patient A
6
A full six-line paper CMS-1500 claim.
CLAIM-001
Patient B
3
A common multi-line professional claim.
CLAIM-002
Patient C
1
A simple single-service claim.
CLAIM-003
Paper filing vs. electronic 837P service lines
The same workbook works for both workflows inside the combined CMS-1500 program.
Paper CMS-1500
Service lines 1–6 fit on one CMS-1500 claim form. Claims with additional lines require the paper continuation/split workflow.
Electronic 837P
The importer can retain service lines 1–50 for the electronic workflow, allowing larger professional claims to stay grouped under the same Import Claim ID.
Review the Import Preview before importing
The software groups the spreadsheet rows into claims first, then shows what will be imported.
Grouped claims and service-line counts
Confirm the patient, Import Claim ID, original Excel row range and number of service lines for each grouped claim.
Row-level errors
Missing Claim IDs, duplicate service-line numbers, invalid line numbers and conflicting repeated claim information are shown before import.
Errors Only filter
Use Errors Only to hide ready claims and focus only on claims and rows that need correction.
Export the error list
If needed, export the errors to CSV with the original Excel row numbers and messages so the workbook can be corrected quickly.
Important: A successful import does not mean a claim is ready to submit or print. Always review claim data and run the program's claim validation before final filing.
Excel import questions
Which file should I download?
Use only the CMS1500-Import-Sample.xlsx workbook linked at the top of this page. Older sample files are no longer shown here.
Can I add more than six Box 24 service lines?
Yes. Continue adding rows under the same Import Claim ID and increase Service Line # sequentially. The electronic 837P workflow can retain up to 50 lines.
Do I repeat patient and payer information on every row?
No. Enter the claim-level information on Service Line 1. Continuation rows normally need only the Import Claim ID, Service Line # and the Box 24 service-line data.
What happens if I make a mistake in the workbook?
The Import Preview identifies structural and claim-level problems before the records are added. Use the Errors Only filter to focus on the rows that need correction.