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17
MAY
2016

What are the minimum required fields for a successful new claims upload?

At minimum, you will be required to enter the attorney id, claimant’s last name, SSN, Process Option, and Living Status. Entering this information will in most cases allow you to successfully upload new claims. This, however, does not guarantee the claims will be ready to review....
17
MAY
2016

I have been trying to import the required information to the bulk upload tool from an excel table. I’ve been trying to use the import wizard & choosing to amend a current database. Once the wizard is done I get an error message. I’ve tried to copy & paste but it won’t let me do that either. The online tutorial states they focus on the beginner’s method of updating the individual fields. Is there a tutorial for using the import wizard?

We are currently in the process of creating the tutorials that cover how to use Excel files by copying and pasting the data directly into the tables. In the meantime, please contact the facility’s Websupport department for detailed step by step instructions.
17
MAY
2016

The Bulk Upload utility does not have the “get claims” or “edit claims” option available for us under our log-ins. Is this something that needs to be “unlocked” by the facility for us now that we have new log-ins for our new firm account?

Generally, this function is an addition to the normal uses of the Bulk Upload tool and is not available by default. Each firm desiring to utilize this function must go through an online training webinar prior to having this function enabled. For firms that have gone through the...
17
MAY
2016

I’m a current Bulk Upload user and have upgraded to a new computer with Windows 7. Is there anything new that I need to know about installing the Bulk Upload tool with Windows 7?

The system requirements would be the same for Windows 7 as previous Windows operating systems.
17
MAY
2016

I’m using the bulk upload tool to add the firm file number and it will be the only field that I would be adding. If I upload my edits with the new firm file number, will this affect any claims that are in the Offer Issued or Paid statuses?

No, only the Offer Issued claims can be edited using the bulk upload tool and these will not be affected. The system does not allow for claims in the Paid statuses to be edited.
17
MAY
2016

I’m looking to utilize the Bulk Upload Tool to submit claims to Trust Online. Is there any other options to submit claim data in bulk other than using an Access database?

The Web Service option is also available for firms that which to submit new claims, edit claims, submit supporting documents in mass using the firm’s own programmable interface developed by third party software developers. For Trust Online Web Service documentation, please...
17
MAY
2016

I uploaded a number of claims with the incorrect document type for each claim. Can the document type be corrected using the Bulk Upload tool?

No, once the bulk upload tool has uploaded the documents in question, there isn’t a way to correct the document type in mass. They would have to be edited on Trust Online individually.
17
MAY
2016

We have received an error message stating “Requested value ‘Item [##]’ was not found” during the new claims upload. How can I correct this?

This message generally occurs when the user is using an older version of the Bulk Upload web service references (schema). In order to resolve, complete the following steps: i. Start the bulk upload program. ii. Click the Help link. iii. Click Update References. iv. Quit and...
17
MAY
2016

In the document template, will the field “documentId” populate automatically? Or is this something we must provide?

The field labeled “documentId” is an AutoNumber field and the tool will automatically update this field according to the number of records added.
17
MAY
2016

When converting a claim using the Bulk Upload Conversion, are the InjuryId and Injurydate fields required to be filled in?

No, these fields are not required fields unless you are submitting a claim with a progressive injury. This means that if you are converting a non-malignant claim and wanted to file the newly converted claim as a malignant claim, then you would have to complete these fields with...
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