Sandbox sample files

A made-up billing company's rosters, claims, remits and open stays to upload to your sandbox, so you can see matching, flags and posting with data in place.

A sandbox starts empty. If you do not have test files to hand, use these: a made-up billing company with 3 practices, 9 providers, 5 payers, 120 claims, the remits that came back and 7 open stays. They go through the same uploads your own files would.

Download the sample files (zip, under 100 KB).

Every practice, provider, payer, patient, resident, member id, NPI and tax id in these files is made up. Upload them to a sandbox only, never to a production account.

Upload them in this order

Rosters and rates
In the Daybook app, open Settings → Data imports. Upload files 01 to 05 in order, and accept each preview. Rates must go in before the remits: a remit is priced when it lands.
Claims
On the same page, upload the three 07-claims files and accept each one.
Remits
Open Payments → Remittances and upload the ten 08-remit files. Each one lands held, for you to review and post.
Stays
Back on Settings → Data imports, choose Authorizations and upload 09-stays.csv. It is laid out as a facility census export, with the resident's name as Last, First and US dates, and Daybook reads it with no column mapping.

What you should see

Where	What
Practices	Lantern Creek Family Medicine, Saltmarsh Counseling Group and Mosswood Dermatology, under one firm
Remittances	Each remit balanced to the cent, with its claims matched and the raw 835 beside them
Underpayments	19 claims flagged, $330.83 short in all, each against its contract rate
Worklist	Denials and flagged payments to work, and 21 claims with no remit yet
Authorizations	7 stays across the three practices, each requested and waiting on its payer