Importing estimator tables

Some offices prefer to manage the insurance fee schedules or allowables in an Excel spreadsheet and then import that data into the estimator table.

Important: When importing an estimator table, the data must be in a tab-delimited file format and contain only the data to be imported.

To import an estimator table from Excel

Create an Excel spreadsheet with the following column headers in the order given here:

Column A – Internal Code

Column B – Allowable

Column C – Estimate

Column D – Provider

Column E – Billing Group

Note: You can choose to omit columns E and F if they do not applycolumn E if it does not apply.

Enter the estimator table data in the appropriate cells (one code per row).

Remove the column headers, and then use the Save As option in Excel.

Name the file, change the format to a tab-delimited format, and then click Save.

Open the Estimator Table window.

Click Import and then Import from file.

Browse for and open the tab-delimited file that you just created.

The estimator fee schedule is imported.