Prepare and submit claims data

Importing Claims data

Fieldworker accepts Medicaid claims using the following data.

DDD ID

Clientโ€™s DDD ID

Patient First Name

Clientโ€™s First Name

Patient Last Name

Clientโ€™s Last Name

Patient DOB

Clientโ€™s Date of Birth

Patient Gender

Clientโ€™s Gender

Prior Authorization

Clientโ€™s Prior Authorization Number

Patient ICD_10 Code

Clientโ€™s Diagnosis Code/ ICD_10 Code

Medicaid ID

Clientโ€™s Medicaid ID

Service start date

Start Date of billing period

Service end date

End Date of billing period

Authorized amount

Authorized Billing amount

Authorized units

Authorized Number of Units

Procedure code

Client Procedure Code

Procedure code modifiers

Procedure Code Modifier

  1. Starting with a sample data file in Google Sheets, the data appears as

ID

First Name

Last Name

Date of Birth

Gender

Medicaid ID

1001

Mike

Once

Jan 1 2000

M

902002587301

1002

Mike

Twice

Jan 2 2000

F

902002587302

1003

Mike

Thrice

Jan 3 2000

F

902002587303

1004

Mike

Forth

Jan 4 2000

M

902002587304

1005

Mike

Fifth

Jan 5 2000

M

902002587305

  1. Download this file as a csv

  2. Download the file as a xlsx

  3. Open the CSV file in a text editor

ID,First Name,Last Name,Date of Birth,Gender,Medicaid ID,Primary Diagnosis Code,Service start,Service end,Authorized amounts,Authorized units,Prior Authorization,Procedure Code,Procedure Code Modifiers

1001,Mike,Once,Jan 1 2000,M,902002587301,,,,,,,,

1002,Mike,Twice,Jan 2 2000,F,902002587302,,,,,,,,

1003,Mike,Thrice,Jan 3 2000,F,902002587303,,,,,,,,

1004,Mike,Forth,Jan 4 2000,M,902002587304,,,,,,,,

1005,Mike,Fifth,Jan 5 2000,M,902002587305,,,,,,,,

  1. Open the xls file in Excel

ID

First Name

Last Name

Date of Birth

Gender

Medicaid ID

1001

Mike

Once

Jan 1 2000

M

9.02003E+11

1002

Mike

Twice

Jan 2 2000

F

9.02003E+11

1003

Mike

Thrice

Jan 3 2000

F

9.02003E+11

1004

Mike

Forth

Jan 4 2000

M

9.02003E+11

1005

Mike

Fifth

Jan 5 2000

M

9.02003E+11

However, the cell value is still correct and can be checked using the formula bar.

  1. Open the CSV file in Excel

  2. Save the xls file as CSV as is, and open it in a text editor

ID,First Name,Last Name,Date of Birth,Gender,Medicaid ID,Primary Diagnosis Code,Service start,Service end,Authorized amounts,Authorized units,Prior Authorization,Procedure Code,Procedure Code Modifiers,,,,,,,,,,,,

1001,Mike,Once,Jan 1 2000,M,9.02003E+11,,,,,,,,,,,,,,,,,,,,

1002,Mike,Twice,Jan 2 2000,F,9.02003E+11,,,,,,,,,,,,,,,,,,,,

1003,Mike,Thrice,Jan 3 2000,F,9.02003E+11,,,,,,,,,,,,,,,,,,,,

1004,Mike,Forth,Jan 4 2000,M,9.02003E+11,,,,,,,,,,,,,,,,,,,,

1005,Mike,Fifth,Jan 5 2000,M,9.02003E+11,,,,,,,,,,,,,,,,,,,,

  1. Change the format of the Medicaid ID column to

    1. Text

    2. Number with no decimal

  2. Save the xls file as CSV after this conversion (8.1)

  3. Save the xls file as CSV after this conversion (8.2)

  4. Open the CSV file after 8.1 in a text editor

ID,First Name,Last Name,Date of Birth,Gender,Medicaid ID,Primary Diagnosis Code,Service start,Service end,Authorized amounts,Authorized units,Prior Authorization,Procedure Code,Procedure Code Modifiers,,,,,,,,,,,,

1001,Mike,Once,Jan 1 2000,M,9.02003E+11,,,,,,,,,,,,,,,,,,,,

1002,Mike,Twice,Jan 2 2000,F,9.02003E+11,,,,,,,,,,,,,,,,,,,,

1003,Mike,Thrice,Jan 3 2000,F,9.02003E+11,,,,,,,,,,,,,,,,,,,,

1004,Mike,Forth,Jan 4 2000,M,9.02003E+11,,,,,,,,,,,,,,,,,,,,

1005,Mike,Fifth,Jan 5 2000,M,9.02003E+11,,,,,,,,,,,,,,,,,,,,

  1. Open the CSV file after 8.2 in a text editor

ID,First Name,Last Name,Date of Birth,Gender,Medicaid ID,Primary Diagnosis Code,Service start,Service end,Authorized amounts,Authorized units,Prior Authorization,Procedure Code,Procedure Code Modifiers,,,,,,,,,,,,

1001,Mike,Once,Jan 1 2000,M,902002587301,,,,,,,,,,,,,,,,,,,,

1002,Mike,Twice,Jan 2 2000,F,902002587302,,,,,,,,,,,,,,,,,,,,

1003,Mike,Thrice,Jan 3 2000,F,902002587303,,,,,,,,,,,,,,,,,,,,

1004,Mike,Forth,Jan 4 2000,M,902002587304,,,,,,,,,,,,,,,,,,,,

1005,Mike,Fifth,Jan 5 2000,M,902002587305,,,,,,,,,,,,,,,,,,,,

  • If you need to open the CSV file, see if you can use a text editor.

  • If you open the CSV file in Excel or any other similar spreadsheet software, please ensure that the โ€˜Medicaid IDโ€™ column is correctly displaying the ID.

The entries in the Medicaid ID column should look like 902002587301 and not like this 9.02003E+11

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