In order to submit KIDS Service Records from an Excel spreadsheet, you
must use the EI Billing Excel Template provided
here. You will not be able to successfully upload service records by copying and pasting this spreadsheet into a new Excel workbook or by creating your own Excel spreadsheet.
The KIDS Service Records Excel Template is also available at EIBIlling.com. To download the file, first go to "Information" in the menu and drop down to click "For Providers."
The Excel Template can be downloaded by clicking the link shown below, and saving to your computer.
Once you have downloaded the template, you can open it in Excel to enter your KIDS service records. You are required to fill out all of the data fields except the CPT code if there is no CPT code for the service provided.
It is important to use this Excel Template, as it is specifically formatted to be read by EI Billing. If you create a new spreadsheet, EIBIlling.com will not be able to read the information properly.
Once you have entered the information into the Excel Template, you should go to "File" and then "Save As." This will ensure that a blank template is saved on your computer, along with a new file containing the service records that you have just filled in. You should give your new file a name that provides information on the service records it contains. For example: "ServicesforWeekApril1.xls."
You must save your Excel service records as a .xls file so that it will be able to be read by EIBilling.com.
A training video on this topic is available
here.