Prepare the source file
Use the documented field order. For Excel, place column headers in the first row.
CMS-1500 import
Import Excel or CSV claim data
Use the program’s supported column order to bring claim information into CMS-1500 software instead of entering every record manually.
3
Import steps
Prepare the file, map or confirm the layout, and test the imported claims.
Import in the software
Select the file and follow the CMS-1500 import options shown in the program.
Review before printing
Open imported claims and verify names, dates, codes, identifiers, and amounts.
Download sample Excel files
Use these files to review the expected column order.
CMS-1500 Import Sample
Legacy CMS-1500 sample workbook.
CMS-1500 (02/12) Import Sample
Sample workbook for the current CMS-1500 (02/12) form layout.
Import carefully
Imported data still needs to be reviewed. A successful import means the file was read; it does not confirm that every claim field is complete or appropriate for submission.
Begin with a small test file. Verify the results and print a sample claim before importing a large batch.
Frequently asked questions
Does the first row of an Excel file contain headers?
Yes. For the supported Excel layout, the first row contains column headers and data begins on the second row.
Can I import XLS and XLSX files?
The program supports the documented Excel layouts. Use the trial and sample files to confirm your version and format.
Can I import CSV data?
Yes, using the program’s required CSV order and record-count layout. Review the import screen and sample structure before importing a large file.
Should I test a small file first?
Yes. Start with a few sample records, review the imported fields, and print a test claim before importing a large batch.