Tips for Successful Claim Uploads to Audit Manager

Using .csv to bulk load data into a system can be challenging. Here are are a few tips to help you successfully complete uploading into Healthicity Audit Manager.

• The one exception to the asterisk required rule is Practice/Provider or Coder/Coder organization; you only audit the provider or the coder, never both.
• Uploading 'Provider ID' is strongly recommended.  Using 'Provider ID' will prevent errors caused by mismatched provider names.
• Without 'Provider ID' three fields in the claim sheet must identically match what is loaded into Audit Manager; Provider Name, Practice, and Payer. The recommended practice is to download provider/practice/and payer lists from your practice management software before entering into Audit Manager to determine spelling and formatting.
• Always use a newly downloaded template - Copying and re-using existing templates will work most of the time, but the only way to guarantee that stray data wasn't missed is to start with a new, blank template.
• Keep the format the same - Changing column headers will cause upload files to fail
• Avoid special characters - Characters such as /, $, [,],<,> sometimes cause errors in uploads to systems. 
• Watch for empty or incomplete rows - Sometimes when data is pasted into a document, extra content is accidentally included in the paste. It's always a great idea to visually inspect your file for obvious errors before uploading.
• Each CPT/HCPCS code for the same patient encounter must be entered into its own row; all cells to the left of the CPT/HCPCS code, must contain identical patient info for the same DOS/encounter.
• Dx Codes will be mapped to the CPT/HCPCS code on the same row.
• We recommend including decimals in your Dx codes; without decimals, the Dx descriptions built into Audit Manager will not work.
• If you add any custom fields to your system, they will be added in the far right columns after the Dx Codes - this will enable you to import custom data fields.
• The upload limit is 500 claim lines. Anything beyond 500 will cause the whole file to fail.

These best practices will help eliminate some of the common errors that happen when uploading claims data. If errors are still occurring, contact Healthicity Support at 877.777.9963 or by e-mail at support@healthicity.com.