Exporting Claims to CSV

IntakeQ support insurance claims, with a direct integration with Office Ally. We also allow you to manually export your claims to a CSV file if needed, follow the steps below to accomplish this:

  1. Navigate to "Lists > Claims" and click on "Appointments" in the upper right corner to change to that specific view.
  2. Use the search filters to filter out the specific set of claims you'd like to export, click "Search" when done.
  3. Now to export the list, click the arrow on the right side of the search button, and select "Export to CSV".

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