How to import Recipients from Excel

Importing Recipient from Excel:

Note: If you used another program other then TFP/Laser Link you will to Export you data from your previous software program into an excel spreadsheet and (copy and paste into our import template) to import. 

Error during importing see below: 

 1) Select Payers & Recipients from the menu bar then select Manage Payers & Recipients.

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4)  Click Get Template.

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5)  Type in a new file name for the template (i.e. Recipient List – Template), and choose the location to save your file (it is highly recommended to save your file to your desktop to make it easy to locate). Click Save.

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Note: It is recommended to save the file to your desktop so it is easy to locate when you are ready to import the file.

 7)   Minimize the software program screen.

 8)   Locate and open the Excel template you saved in step 5.

 9)   Enter your recipients’ data into the appropriate fields in the file.

10)  Save and close the Excel file when finished entering the data.

11)  Maximize the software program screen.

12)  On the Add Recipients screen enter the # of records (recipients) you are importing.

13)  Click Import.

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14)  Click Add or Overwrite for the recipient data you are importing. 

Note: 

  • Add means you want to add more recipients to the existing recipients for the selected payer. 
  • Overwrite means the current recipient list for the payer selected will be overwritten with the new recipients in the import (meaning it will delete all current recipients in your software for that specific payer).

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15)  Locate the template you saved earlier with your recipient data and click Open.

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16) Your software will now import the data from the Excel file and when completed a message on the import screen will appear reading:  “Recipient List Imported.”

Note: You can check to make sure all your recipients were imported by looking at the recipient lists under the payer/company selected in the Manage Payers & Recipients screen.

Import Errors and How to Troubleshoot:

  • If the Excel Template is giving you an error when you are trying to delete information that you have inputted (The Error should state Read Only).
    • This is due to the fact that the formatting of the excel template has been modified. Please follow the steps below
    • Follow the instructions in the link below to grab a new template:
    • https://complyright.zendesk.com/hc/en-us/articles/210240366-Importing-Forms-from-Excel
    • Highlight all the information on the old template and copy
    • On the New Template go to the cell at A10 and right click
    • Use the option under Paste -> Values to copy just the data (not the formatting) to the New Template
  • Check List - Error While Importing Data from Excel Template to our Software
    • Ensure that all formatting regulations are followed.
      • Format information can be seen on the notes if you select the column header on row 2 (yellow box will populate with the info)
    • Make sure that there is no rogue information inside boxes that is supposed to be blank.
      • Rule of thumb is to right click on the area that is supposed to be blank and use the clear content option

 

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