Appearance

Vendor Notes Import Guide ​

This guide explains how to create a CSV file for vendor notes and import it using the platform's GUI.

Notes Import Example

Example File ​

You can download an example CSV file to use as a template:

  1. Click the "Download Example" action in the header.
  2. Open the downloaded CSV file in your preferred spreadsheet application.
  3. Use this as a guide to format your own import file.

By following these guidelines, you can efficiently create and import vendor notes into the platform, ensuring smooth updates to your claim information.

TIP

You can also import notes via the batch feature. For more information, see the Batch section.

CSV Field Descriptions ​

  • claim_id: Unique identifier for the claim
  • note: The content of the vendor note

Importing via the GUI ​

  1. Log in to the platform and navigate to the Notes section under Imports.
  2. Look for an "Upload" button in the header actions.
  3. Click the button to open the upload form.
  4. Select your CSV file using the file upload field.
  5. Click the "Upload" button to start the import process.
  6. The system will process your file and provide feedback on the import status.
  7. You can monitor the import progress in the Vendor Notes table, which shows:
    • File name
    • Import status
    • Final result
    • Final result description
    • Processing time
  8. If there are any errors, you can download an error report for review and correction.

Error Report ​

If your import contains errors, you can download an error report. This CSV file will contain the following columns:

claim_id,note,error

This report helps you identify which records failed to import and why, allowing you to make necessary corrections.

Best Practices ​

  • Ensure all claim IDs are correct and exist in the system.
  • Keep notes concise and relevant to the claim.
  • Avoid using special characters or formatting in the notes that might cause import issues.
  • Ensure all dates are in a consistent format (e.g., YYYY-MM-DD H:i:s).
  • Review the error report carefully if your import fails, make necessary corrections, and re-upload.