Configuring Spreadsheet Options

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You can select a spreadsheet format and configure the columns that you want to have in your spreadsheet. Follow the instructions below.

1. Select Setup arrow Spreadsheet File Setup in the main menu.

Setup_Spreadsheet File Setup
The "Spreadsheet File Setup" menu

2. The following screen will appear.

spread_window
The "Spreadsheet File Setup" window

You can define the following image options:

Spreadsheet Document Format

XLS - Suitable for all versions of Microsoft Excel
XSLX - Suitable for Microsoft Excel 2007 or Higher
ODS - Open Document Spreadsheet

Fields to Be Exported to Spreadsheet File

Header
File Header
File Date
File Type
Policy Number
DTP01 Description
DTP01 Value
Employer Name
Tax ID
TPA
Number of Records On File
File Name
Processing Date
Processing Time
Table
Member Level Benefit
Subscriber Indicator
Relationship
Ind.  Action Code
Maintenance Reason Code
Benefit Status Code
Medicare Plan Code
Employment Status Code
Student Status Code
Handicap Indicator
Birth Sequence
Member ID
Subscriber ID
GroupNumber
REF01 Code Description
REF01 Value
Member Level Dates
DTP01 Code Description
DTP01 Value
Member Name
Last Name
First Name
Middle Name
Name Prefix
Name Suffix
Sub. SSN
Contact Numbers
Phone #1
Phone #2
Member Address
Street Address 1
Street Address 2
City
State
Zip
Country
Member Demographics
Birth Day
Gender
Maritial Status
Previous Name
Old Last Name
Old First Name
SSN
Mailing Address
Street Address 1
Street Address 2
City
State
Zip
Country
Custodial Parent Information
Last Name
First Name
Middle Name
SSN
Street Address 1
Street Address 2
City
State
Zip
Disability
Disability Type
Begin Date
End Date
Hearth Coverage
Ind.  Action Code
Type
Coverage Description
Coverage Level
Maint. Effective Date
Benefit Begin Date
Benefit End Date
Group ID
PCP Information
Provider Number
Provider Type
Last Name
First Name
Middle Name
Federal Tax ID
Current Patient?
City
State
PCP Action Code
Effective Date
Reason
COB Information
COB Sequence
COB Group/Policy Number
COB Code
SSN
Begin Date
End Date

 

Notice: Before creating spreadsheet files, determine the directory in which you want to save the resulting files. See Configuring Program Options.

3. Once the options have been configured, click "Save."