“Export” enables Practice Managers to send the data they have entered through the Practice Manager Module to their dentists so that they may import it into their individual CAQH ProView® profiles. From the Practice Manager Module Home Page, click “Export” on the top navigation bar to begin the process of exporting your data to dentists’ accounts.
Select Provider(s) to Export
The initial step in the Export process is to select the dentist(s) from your Provider List. You have the ability to select a dentist or a group of dentists from the Provider List created in the Manage Provider List section. As the Provider List may be lengthy, you can use the search feature to narrow the results.
You can search for a dentist by the following:
• CAQH Provider ID
• CAQH Provider Type
• NPI
• TIN
• First Name
• Last Name
Select from the drop down list and enter additional search criteria in the text box then select “Search”. You can also “Add” or “Clear Search” criteria using the relevant buttons.
To export the dentist information for a different state, select the “Yes” radio button, and then select the desired state from the drop down menu. If a dentist has multiple practice states, you will have to export the data individually by each state.
Once you have selected the dentist(s) to export data to, select “Add to Export”.
Select Sections for Export
The second step to the export process is to select the sections for export.
Single Dentist Export
When exporting to a single dentist, additional data profile sections are available to you to export. If a single dentist with a single practice state is selected for export, the system will automatically load the applicable state’s application form for data entry. If you indicated only one dentist for export, the following screen will display.
Select the sections for export by selecting the checkbox that corresponds to each section. Below are the nine application sections you can choose to export to a single dentist:
1. Personal Information
2. Professional IDs
3. Education
4. Professional Training
5. Specialties
6. Credentialing Contact
7. Practice Location
8. Hospital Affiliations
9. Professional Liability Insurance (PLI)
You must also indicate if you would like to export saved sections from the Manage Practice section of the Practice Manager Module. This includes the following common data profile sections:
• Credentialing Contact
• Professional Liability Insurance (PLI)
• Practice Location
• Hospital Affiliation information
If you select “No”, the above four sections (if you selected all four) will be presented to you for data entry once you select “Continue”.
If you select “Yes”, then you must select the Practice List that contains the dentist profile information you will be exporting.
Select “Continue”.
Multiple Dentists Export
If you indicated multiple dentists for export, the following screen will display. When exporting to multiple dentists, you will only be able to select from the four common data profile sections for export (Credentialing Contact, Practice Location, Hospital Affiliations, and Professional Liability Insurance). The checkboxes for the sections available for single dentist exports will not be active. Select the sections for export by selecting the checkbox that corresponds to each section.
You must also indicate if you would like to export saved sections from the Manage Practice section of the Practice Manager Module.
If you select “No”, the above four sections (if you selected all four) will be presented to you for data entry once you select “Continue”.
If you select “Yes”, then you must select the Practice List that contains the dentist profile information you will be exporting.
Select “Continue”.
Using Saved Sections
If you choose to use saved common data, the selected common sections will be populated using the saved common sections stored in Manage Practice. On the page below, you must drag and drop the common dentist information by section over to export. You can drag and drop as many sections as displayed and also have the option to “Undo” your selection. Once finished, select “Complete Import & Save”.
Review Export Information
During this export stage, you have the ability to input and/or review information within the sections you selected for export.
Note: If you selected a single dentist to export and selected to export any of the sections applicable only to the single dentist export, i.e. Personal Information, Professional IDs, Education, Professional Training, or Specialty, these sections will be presented to you at this time to complete. Because this data is only applicable to an individual dentist, the data you enter into these sections will not be saved for future use in your Practice Manager account.
Export Summary Page
This page shows you which dentists were selected, as shown below, in addition to the sections you previously chose to save. Once you have verified the following information, select “Export”.
• After the data is exported, you will not be able to see any changes to the data that the dentist may make.
• You are able to see a record of the export in the “Activity Log” and the “Export History Log” on the Home page.
• NOTE: During future exports, the only dentist profile information that is saved in the Practice Manager Module is information that is stored in the four common sections (Credentialing Contact, Practice Location, Hospital Affiliation, and Professional Liability Insurance).
Export Confirmation
The “Export Successful” screen is displayed only if the export of information is successful and available to the selected dentists as shown below. Selecting “OK” will bring you back to the Home page.
Final Steps
While this completes the steps required for the Practice Manager Module, it is important to note that each dentists must log into their profile, complete the remaining fields and attest to the accuracy of their data.
An Appendix of the Provider Status types used in the Practice Manager Module can be found on Page 45 of the Practice Manager Module Guide PDF.