HCSIS Authorization Import - Pennsylvania
What are the HCSIS Authorization Import Steps
Administrators
HCSIS Authorization files are Pennsylvania-specific.
HCSIS Authorization Import
PART 1
1. Log in to HCSIS.
2. Navigate to Tools > Reports > Reports Request > Provider Service Details Report.
3. Select Program Office [ODP], the appropriate Fiscal Year, and Report Format [Microsoft Excel].
3. Select Request Report button.
4. On the last screen, select Request Report after selecting drop downs shown.
2. Navigate to Tools > Reports > Reports Request > Provider Service Details Report.
3. Select Program Office [ODP], the appropriate Fiscal Year, and Report Format [Microsoft Excel].
3. Select Request Report button.
4. On the last screen, select Request Report after selecting drop downs shown.
NOTE: The report will run overnight and be available the following day in the Reports Inbox.
*You will need access to run Financial Reports in HCSIS to get to this report.
PART 2
1. Open the file you received from HCSIS in Excel.
2. Remove the entire top row of the file. This should be empty.
3. Save the file as an Excel Workbook (.xlsx).
1. Open the file you received from HCSIS in Excel.
2. Remove the entire top row of the file. This should be empty.
3. Save the file as an Excel Workbook (.xlsx).
PART 3
1. Log in to SETWorks.
2. Navigate to Provider Files (folder icon in top-right).
3. Navigate to the Import/Export tab.
4. Select the empty box to find your saved Excel Workbook import file.
5. Your file will be imported automatically.
1. Log in to SETWorks.
2. Navigate to Provider Files (folder icon in top-right).
3. Navigate to the Import/Export tab.
4. Select the empty box to find your saved Excel Workbook import file.
5. Your file will be imported automatically.
You will receive a SETWorks message letting you know the status of your upload and any issues.
Services
The HCSIS import process does not automatically correct service rates. If an authorization is imported but the service hasn't already been created in SETWorks, then the import will automatically create the service, but it will be Inactive. The provider must then update the Service from the Service/Phase Utility. Specifically, make the newly created Service Active and enter the rate for that Service.
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