Recent Uploads
Calling Queue
Open Batches β Work Remaining
Worker Status
(updates every 30s)Worker Performance
Upload PDF for Processing
Recent Uploads
All done!
No pending patients to verify in your queue.
No document available
All done!
No patients waiting for billing entry.
No document available
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, policyβ¦) 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.
All done!
No pending call groups in your queue.
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.
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.
Issues
Delete Documents
Reports
Medical
Supplies
Other
Activity Log
Click "Seed" to import all companies from Updated Insurances.xlsx (place it in the data/ folder).