Importing and Exporting Benefit Tables

To help maintain consistent fees across offices, you can export fee schedules from insurance plans, and import them into other databases as needed. You can select from both employer/plans and insurance company specific benefit tables. Exported tables are saved as .DAT files, which can then be shared with other offices or databases via the import functions.

All the associated codes are imported and exported with the tables, including inactive codes.

To export fee schedules from benefit tables:

Select File > Maintenance > Import/Export Estimating > Export all insurance estimating. The Insurance Estimating Export window is displayed.
In the Location field for exporting files, you can accept the default location, or click Browse to select another folder.
Use the Employer/Plans and Insurance company lists to select which plans to export, or click Select All.
Click Export and Close. When the process is complete, a message is displayed, noting how many insurance estimating records were exported.
After you export the tables, the folder will contain two files:

ExportedEstimatingMaster.DAT
ExportedEstimatingDetail.DAT

Copy these files to a portable drive or other folder where they can be accessed for importing. The Master file will be selected during the process, but both files must be present in the folder to enable the process.

To import fee schedules into benefit tables:

Select File > Maintenance > Import/Export Estimating >
Import insurance plan estimating for employer/plans.
Import insurance company estimating for insurance company fee schedules.

The Select the master file to import window is displayed.

Navigate to the folder and select the ExportedEstimatingMaster.DAT file.
Click Open. The Import Insurance Estimating window is displayed, showing a list of the plan names from the export file, with identifying details for each plan.
Select a plan in the list and click Pick Match. The Employer/Plan List window is displayed.
Select the corresponding plan in the list and click OK or double-click the plan. The plan is linked to the selected plan in the Import Insurance Estimating window.
Continue matching the plans you want to update with the imported benefit tables. Previous matches are stored locally. Once a match is made, the local database associates the plan as it was previously matched, so that future imports from the same office are recognized and auto-matched.
Click Import and Close. When the process is complete, a message is displayed, noting how many insurance estimating records were imported.