Bulk charges in CSV format can be uploaded into PracticeSuite through the X-Superbill screen.
The CSV file should adhere to the specified structure and format. All successfully imported charges show up on the X-Sb screen in the NEW status. If there are any formatting errors in the file, the system throws a front-end error.
If any required data is unavailable in the file (such as the rendering provider in the file not being added to the provider list), it would not import that row from the charge file, and such post-processing errors can be seen in the E9. Interface Log Report.
This article provides step-by-step instructions to upload a charge CSV file into PracticeSuite.
1. Go to X-Superbill screen and click on the ‘More Filters’ button. Click on the ‘Upload Charge’ button now visible on the screen.
2. To get the sample file, click on the ‘Download CSV’ button. The PracticeSuite CSV template file is downloaded.
3. Import data from the CSV file into the PracticeSuite Template file; a part of a sample file is shown below.
4. Select the file using the ‘Select’ button.
5. Upload the file into the system using the ‘Upload’ button.
6. On successful upload, the charge will be reflected in the X-Superbill screen.
Note: If an encounter ID and line unique ID are not provided, the system will use a combination of Patient ID, Provider Code, and Date of Service.
For example:
Patient ID: 2234
Provider Code: V003
Date of Service: 04/22/2024
The encounter ID will be formatted as 2234V00304222024, and the line ID will be 2234V00304222024.0.
Note:
*Practices wishing to opt for the ‘Charge CSV Upload’ option will have to contact our implementation team to set it up for them.
*Only practices that have the CSV upload option enabled will have the ‘Upload Charge’ button enabled on their X-Superbill screen.