Mazal Billing

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Calling Queue
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Upload PDF for Processing
No open batch? Go to Batches and start one first.
Upload a single PDF or a ZIP archive with multiple files β€” the pipeline will process all files inside the ZIP.
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Please read these off the document and fill them in β€” without them this record can't be matched against existing patients.
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Provider
Patient ID in System
External / Billing System ID:
Tests / Supplies
Claim #:
Policy #:
Diag. Codes:
Date of Service:
Physician:
Technologist:
Original Document
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Import Existing Patients

Upload a Hempstead / ShelterLane XLS report. All rows will be imported as existing (already in system) β€” they won't appear in the calling queue. Columns detected automatically: Ptnt Id, Ptnt Last/First Name, Insurance Company, Ins Claim #, DOA, DOB, Service Place, Case Type, etc.

Fill In Missing Details

For patients already imported. Upload an export that has a DOB column β€” DOBs and any other blank details (delivery/service date, city, state, zip, doctor, policy…) are copied onto existing records matched by Case ID, and only when the name matches too. Blanks only: existing values are never replaced. Nothing is created or deleted.

Recent Import Batches
Bulk Import Existing Patients

Upload the AddNewPatTemplate CSV or Excel. Imported patients are marked existing and skipped from the calling queue.

Columns: ClientFirstName, ClientLastName, ClientDOB, InsuranceName, InsClaim, Policy…
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No pending call groups in your queue.

Insurance Company
Phone
: :
Scan Quality

How much of each scanned batch came back complete, across your whole history β€” the upload screen only lists the most recent few. Spreadsheet imports are excluded: they never went through a scanner.

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Duplicate Review

These matched an existing patient under the same provider on two of the three criteria β€” name, date of birth, claim number. Three-of-three is treated as a duplicate automatically; one or none is treated as new. The same person under a different provider is separate work, not a duplicate β€” though they still won't be called twice, since the "already called" check spans every provider and both record types. A batch's duplicate and unique reports stay locked until this list is clear.

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Issues
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Reports
Medical
Supplies
Other
Activity Log
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Click "Seed" to import all companies from Updated Insurances.xlsx (place it in the data/ folder).

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