How to Import Prior Year Data at a Later Time (after using the software)

Importing Prior Year Payers & Recipients Later:

Import All Companies

1) Select Utilities from the menu bar then select Import Prior Year Payer & Recipient Data.

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2) Select All Companies.

3) Click Import.

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4) After the import is complete a screen will appear confirming “All previous year data has been imported successfully.”

5) Click OK.

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 Import Single Companies

1) Select Utilities from the menu bar then select Import Prior Year Payer & Recipient Data.

 

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2) Select Single Company.

3) Select the company you want to rollover.

4) Click Import.

 

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5) A pop-up message will appear confirming the company selected has been imported.

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6) Continue steps 4 and 5 until you have rolled over all desired companies.

7) When finished, click Close.

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