SAH - Claims - Export to CSV

Overview

TurnPoint allows you to export a complete list of claim items as a CSV file directly from the Claim view. This export is available both before and after claim finalisation, giving you flexibility to review and share claim data at any stage of processing.

How to Export Claim Items

Steps to generate a CSV export of claim items

1. Navigate to Support at Home > Claims
2. Open the relevant claim
3. Select the Generate CSV button from the claim toolbar
4. The system will generate the export — this may take a moment for large claim volumes
5. Once ready, the CSV file will be available for download

What's Included in the Export

The CSV export includes all claim items as they appear on screen across all pages of the claim. This includes line-item detail such as service dates, support item codes, units, and values.

For AT/HM service items, the export now also includes a Purchase Method Type column, indicating whether the item was Purchased or Loaned. This value reflects what was set on the supplier invoice or claim item and is the same value submitted to PRODA in the government claim file.

When to Use This Feature

• Pre-finalisation review — verify claim items before submitting to PRODA
• Post-finalisation reconciliation — compare submitted claim data against PRODA outcomes
• Reporting — share claim detail with finance or management teams