Import an Existing Assignment

When you create a new assignment, you can check if there is any information already entered for the Claim-Suffix number. If the Claim-Suffix number already exists in the system, you can import the existing information. This saves you from having to re-enter all the data.

How to

  1. On the New menu in the navigation bar, select Assignment.

  2. On the New Assignment page, enter the Claim-Suffix number.
  3. Select Import.
  4. In the Import window, view the existing claim-suffix(es).

  5. Select the desired claim and one of the following options:
    • Select Create a Supplement Assignment to create an additional supplement assignment to the claim-suffix using the imported information.
    • Select Create new original assignment and import information to automatically populate fields with existing claim-suffix information. This reduces the information you have to enter manually when creating the new assignment.
    • Select Do not import information for this new original assignment if you do not want to import existing information on the claim-suffix.
  6. Select Continue to import the desired information and continue filling out the assignment as necessary.
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