Claims Import

The Claims Import feature allows you to upload and manage claims in the system with improved control and visibility. It includes:

• Permission control to restrict access
• Error management for better troubleshooting

Step 1: Enabling Permissions for Claims Import
Before accessing the Claims Import functionality, ensure the system is configured for user access:

• Navigate to User Permissions under Settings.
• Ensure users have the britecore/claims/ingestion permission to access the Claims Import page.
• Users without this permission will not see the Claims Import section in the navigation menu.

Step 2: Uploading Claims via the Claims Import Page
Once the permissions are configured, follow these steps to use the Claims Import functionality:

1. Navigate to Claims > Claims Import page.
2. Download Claim template via the Export Template button
   1. that is pre-templated based on claim fields. This ensures correct data formatting and structure.
3. Select New to Upload the prefilled claims file 
   1. A pop-up modal will appear
   2. Enter the job name
      1. Review job names before submitting. Ensure the name follows the character limit (long names will be truncated and displayed with ellipses).
   3. Enter the operation - insert only or reinsert
   4. Add the filled out file
   5. Select Save
4. Once uploaded, confirm the job’s status. 

Note: The Delete button will be disabled while the job is processing.

Step 3: Handling Errors During Job Execution
During the Claims Import process, errors may occur:

• If an error happens, an error icon will appear next to the job status.
• Click the error icon to view the structured error message, which will show the error title in bold, followed by a detailed description.
• Errors are stored with titles and details for easier interpretation and troubleshooting.

Step 4: Monitoring the Claims Import Process
After starting the import process:

• Track job progress by selecting the Name to view the claim list and identify successful imports or errors.
• If any issues occur, you can retry the upload with just the claims that had errors.

Step 5: Completing the Claims Import Process
Once the import process is successful:

• Use the claim number to search for the claim in the Claim Search screen.
• Review Claim details in the Claim Administration view to ensure the data was uploaded correctly.