Import Setup from Customer/Agency Utility

Choose the customer/agency whose setup you want to copy from using the dropdown menu. This list includes all customers/agencies you have access to.

The utility has three sections for different setup types:

Select one of the following options:

Don't Copy (default) - Skip copying payers
Copy All Payers - Copy every payer from the source
Copy Recently Used Payers (past 12 months) - Copy only payers used within the last year

Provider Number Handling:

Replace with new value - Enter a new Provider Number (typically NPI) to use for all copied payers that have an existing Provider Number
Leave blank - Remove Provider Numbers from copied payers

Select one of the following options:

Don't Copy (default) - Skip copying locations
Copy All Locations - Copy every location from the source
Copy Recently Used Locations (past 12 months) - Copy only locations used within the last year
Copy Locations by Type - Select specific location types to copy:
- Clinic
- Diagnostic/Therapeutic Center
- Freestanding ESRD Facility
- Hospital
- Hospital Based ESRD Facility
- Intermediate Stop
- Other
- Physician's Office
- Residential/Custodial Facility
- Scene of Accident
- Site of Transfer
- Skilled Nursing Facility

Select one of the following options:

Don't Copy (default) - Skip copying common ICD codes
Copy All Common ICD Codes - Copy every common ICD code from the selected agency

The summary section displays what will be copied based on your selections. Review this before proceeding.

Cancel - Close the utility without making changes
Run - Execute the copy operation (only enabled when a source is selected and at least one setup type is chosen)

A success message displays showing how many payers, locations, and common ICD codes were copied to the current customer/agency.

Example: "Successfully copied 45 payers, 82 locations, and 10 common ICD codes to current Customer/Agency"

You must select at least one setup type (other than "Don't Copy") to run the utility
If the source customer/agency has no data for a selected type, you'll see a message indicating no data was found
Default setup that already exists in the current agency will not be copied to avoid duplication
When using the Provider Number replacement option, only payers with an existing Provider Number will receive the new value

This utility allows you to copy setup data (payers, locations, and common ICD codes) from another customer/agency you have access to, eliminating the need to manually configure these settings for new agencies.