Open the File menu.
Select Export.
Select the report you would like to generate.
Enter a file name for your report and choose to save as file type Excel.
Click Save.
Locate the file from where you saved it in step 4 and double click it to open in Excel.
You will receive a pop up confirming you would like to open the file. Select Yes to open your exported claims.
Elaboration on Export options in step 3
Claims Grid, Claims Grid (Detailed), Claim Lines, and Claim Lines (Detailed)
The Claims Grid option exports the data with the exact layout you see in the claims grid:
The Claims Grid detailed version includes additional information that you could view in the Claim History or Edit Claim screen:
The Claim Lines option presents each procedure as a row in the spreadsheet. If a claim has two claim lines, it will take up two rows in the spreadsheet:
The Claim Lines detailed version includes additional information about the claim:
