Upload Bill Payments Using the Integrated Workbook

Use the Upload Billing Payments integrated Microsoft Excel workbook to record and adjust benefit billing payments for multiple participants. Then, upload your changes back into the application database.

Perform these basic steps to manage bill payments using the workbook:

1. Generate and populate the workbook.

2. Record payment information.

3. Upload the data.

4. Resolve errors if required.

Repeat these steps as many times as required to accommodate revisions.

Generating and Populating the Workbook

Perform these steps:

1. In the Evaluation and Reporting work area, Person Data Loaders tab, click the Go to Task button in the Upload Billing Payments row.

2. Click Prepare in Workbook.

Enter each payment record or adjustment record in a new row in the spreadsheet.

Uploading Edits

After you complete entering data, in the Billing tab that is available on the Excel toolbar, click Upload.

Resolving Errors

The upload process automatically updates the Status field in each workbook row. If there are errors that require review, the process:

1. Rolls back the change in the application database

2. Sets the workbook row status to Upload Failed

3. Continues to the next workbook row

To view and resolve an error:

1. Double-click Update Failed in the Status field.

2. Fix any data issues in the workbook.

3. Upload the latest changes.