Claim Book File Upload Process

Login : Log in to ClaimGenie to access the homepage

File Upload Access : You will find a search box in the top right corner , type 'File Upload'

or

A file upload link will be present in the shortcuts area.

File Upload Page : On the file upload page, you will find an "Add File Upload" button at the top right corner.

New File Upload :

• You can upload claimbook files by selecting the "file type" and "file format" ,which has been shown below

• You will find the upload button to submit the file.

• Once the file is uploaded, you will notice that the file status changes to "open."

• Following that, processing will be completed, and the data inside the file will be categorized into three sections: "INSERT," "UPDATE," and "SKIP".

A single file will be separated into three files based on the following criteria:

• If the file contains new records, they will be categorized under the type 'Insert'.

• If the file contains records already present, they will be categorized under the type 'Skip'.

• If the file contains updated records for existing data, they will be categorized under the type 'Update'.

Only the records present under type 'Update' and 'Insert' only be uploaded in Claim Book

After the records have been uploaded to the claimbook, the status of the file will be updated to 'Success'

• To view the records uploaded in the claim book, navigate to the homepage. You will find a search box in the top right corner and a file upload link in the shortcuts area.

By clicking on these options, you can check whether the records you uploaded are present or not.