Import Ready — any CSV, formatted for your EHR.
Your clearinghouse gives you a CSV. Your EHR wants a specific Excel layout with specific columns, specific date formats, and specific NPI padding. Import Ready handles the transform — configure rules once, reuse every month.
The problem this solves.
Column mismatch is constant
Clearinghouse exports don’t match EHR imports. Someone has to reorder, rename, and reformat columns every time.
Format requirements are finicky
NPI zero-padded to 10 digits. Dates as MM/DD/YYYY (not ISO). Amounts without “$”. Get one wrong and the whole import fails.
Excel macros break monthly
Your in-house VBA macro works until the clearinghouse renames one column. Then your biller spends half a day debugging it.
How it works.
Configure column rules once, reuse every import.
- 1
Upload your CSV or Excel
Drop in the raw file from your clearinghouse, payer portal, or PM report. Any reasonable column layout works.
- 2
Pick a target template (or build one)
Templates for common EHRs come pre-built. Or define your own: map source columns to target columns, set formats, add constants, skip blanks.
- 3
Preview & validate
See the transformed output before export. Invalid values (bad NPI, malformed date) are highlighted with clear error messages.
- 4
Export and import
Download the formatted .xlsx and drop it straight into your EHR’s import. Re-run the same rules next month on the next CSV.
What you get.
Column mapping + rename
Reorder, rename, split, merge, or drop columns with a visual mapper.
Format transformers
Date formats, number formats, text padding, case conversions, NPI normalization.
Reusable templates
Save a template per source+target combination. Re-run with one click every billing cycle.
Validation & error reports
Bad rows flagged with specific reasons. Export error report for audit.
CSV ↔ Excel ↔ XLSX
Any common format in, any common format out — with formatting preserved.
HIPAA + BAA
Encrypted storage, full audit log, signed BAA at onboarding.
Import Ready pricing.
$49/mo for unlimited use of just this app, or fold it into a custom Enterprise plan.
Want our team to handle billing instead? See the done-for-you billing service.
Per-App
- Unlimited file conversions
- Up to 5 saved templates
- Up to 2 providers
- Month-to-month, cancel anytime
- HIPAA compliant • BAA included
Enterprise
- All apps + Import Ready
- Unlimited templates & providers
- Custom EHR integrations
- SSO, SOC 2, 24/7 support
- Built around your workflow
Import Ready FAQ
Which EHRs/PM systems do you have pre-built templates for?
Pre-built import templates for AthenaHealth, Kareo / Tebra, DrChrono, NextGen, Epic MyChart CSV exports, and major clearinghouses (Availity, Change Healthcare, Waystar, Office Ally). If yours isn’t on that list, we’ll help you build one during onboarding — usually takes 15 minutes for a new format.
Can I build templates without a technical background?
Yes. The template builder is a point-and-click mapper — drag source columns to target columns, pick a format from a dropdown, save. No scripting, no regex unless you want it (it’s there if your biller does want advanced transforms).
What happens if my clearinghouse changes their CSV format?
When you run a template and the source columns don’t match, we flag what changed and let you fix the mapping in place. Takes minutes, not hours. For our pre-built clearinghouse templates, we maintain them and push updates automatically.
What’s the file size limit?
100,000 rows per file on Starter and Growth. Enterprise is uncapped. If you’re regularly over, bump to Enterprise — we’ll size the backend for bulk.
Related apps
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LiveUse Remit Reader’s Excel output as input to Import Ready for EHR-specific formatting.
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Pre-Scrub Validator
SoonRun claim batches through Pre-Scrub before they ever touch your clearinghouse.
Stop fighting Excel.
Bring a sample CSV and the import template your EHR wants — we’ll build the mapping live during the demo.
Book a Demo