Back to Home

Drop Sample

Overview

Using drop sample template to drop any claims into SAM3. Rarely have to use this method, probably once a year.

Prerequisites

1. The sample # needs to match what's in SAM3.
2. The buddy group needs to be assigned to the sample via Group Management menu.
3. Be sure to use the template and not to change the name of the file.

Steps

1. Fill out the template DropSample.xlsx
2. All fields except ProductType, FirstName, ProviderID, ClaimOffice, VendorSampleID, IntakeNo, and PlatformNo need to be filled out.
3. Put C prefix on ClaimID, P prefix on PolicyNo.
4. If the population needs to be imported, fill out Population Tab, if not, leave the fields blank.
5. Save the file and send to Bud.

Excel Template

Excel Example Drop Sample