XactAnalysis Exporter: Exporting Documents Video Tutorial

Description

This video covers how to export claim documents from ClickClaims to XactAnalysis. You'll learn to enable XA Export Mode, select documents for export, and confirm successful transfers. We’ll also explain the automated processing queue and how to verify exports using system-generated notes. By the end, you’ll be able to efficiently transfer documents to XactAnalysis, ensuring a smooth and accurate claims workflow.


Roles

Owners and Administrators for clients who have licensed this integration.




Related Articles/Videos

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article