This section allows for the import of a text file in a fixed format for client transactions. The imported file contains charges that are processed and posted to the Apollo system. This helps streamline the posting of patient charges, ensuring accuracy and efficiency in managing billing information.
Steps to Follow:
Step 1: Log in to the Apollo Application
- Open Apollo and enter your login credentials to access your dashboard.
Step 2: Navigate to the Import Charges Section
- From the main menu, go to the Transaction section.
- Select Import Charges from the dropdown options.
Step 3: Attach the File for Import
- In the Select File field, click to upload your file.
- Choose a text file (.txt) or Excel file (.xls) that contains the client charge details. Ensure the file follows the required format.
Step 4: Save the File
- Once the file is selected, click the Save button. This will upload the file and post the charges to Apollo.
Step 5: Preview and Review Charges Not Imported
- After the file is saved, navigate to the Action column next to the file you uploaded.
- Click the Preview icon to view any charges that were not imported.
- A detailed report will be displayed, showing:
- File Name (e.g., 070707.txt)
- Patient Number
- Date of Service
- Therapist Number
- CPT Code (Procedure Code)
- Minutes
- These details will appear under the Charges Not Imported section.
Step 6: Generate and Share the Report
- After reviewing the preview, you can generate a report of the results.
- The system provides options to:
- Download
- Fax
- Use these options to share the report with relevant parties as needed.
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