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Advanced Import Jobs

Advanced Import Jobs

With this release, we have added a way to upload jobs via an Excel File that can now contain the following additional fields.

  • Requestor – including email, name, and phone number
  • Interpreter – Now you can assign an interpreter (first name, last name, or full name)
  • Activities – Automatically assign an activity to a job. The import process will still calculate the correct units and amounts based on our advanced cost rate engines.
  • Override activities – You can also override any units and amounts manually on the import process if you desire.
  • Patients insurance – Add patient insurance records while importing.
  • VRI / OPI jobs – This includes adding participants’ names, phones, and emails.

This release also includes 12 improvements and several defect fixes.

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