Exporting Claims to CSV

IntakeQ support CMS 1500 insurance claims, with a direct integration with Office Ally. We also allow you to manually export your claims to a CSV file if needed, with varying exports that give you different info. See the varying export types below and how to download them.

Export from Claims View

To export a CSV list of your claims, following the steps below:

1. Navigate to "Lists > Claims".
2. Use the search filters to narrow the results to what you're looking to export.
3. Click "Export to CSV" and select one of the various export options.

Export from Payments View

To export a CSV list of your claim payments, follow the steps below:

1. Navigate to "Lists > Claims" and click on the "Payments" button towards the top of the screen to change the view.
2. Use the search filters to narrow the results to what you're looking to export.
3. Click "Export to CSV" and select one of the various export options.

Export from Appointments View

To export a CSV list of your claims with associated appointment details, following the steps below:

1. Navigate to "Lists > Claims" and click on the "Appointments" button towards the top of the screen to change the view.
2. Use the search filters to narrow the results to what you're looking to export.
3. Click the arrow beside the "Search" button and select "Export to CSV".