Data guides
Payer or regulator portal: see how much data you have, then export it.
Pick a system to see two things: how to check how much data is in it, and how to export a copy. No form, no sign-in.
Payer or regulator portal
Operations & industry
How to see how much data is in Payer or regulator portal
- Sign in to each payer or regulator portal
- Open Claims, Filings or Documents history
- Set the widest date range and note the count
- Note how far back records go
Record claim or filing counts and years of history per portal.
How to get a copy of your Payer or regulator portal data
- Sign in with the authorized user's login
- Open reports, filings or remittances
- Set the date range
- Download as PDF or CSV
- Record which login holds access
Authorized users can usually download filings, remittances or claim reports as PDF or CSV from the portal's reports or document area.
Access is often tied to one named person's login, and records may contain protected health or tax data that needs review.
These instructions are written by DataFrenzy from each vendor’s public help pages. Menu names can vary by plan and change over time; the official link on each guide is the final word. Screenshots come from each vendor’s own help pages and videos or, where noted, from third-party tutorials credited under the image; dashed outlines are illustrations, not screenshots. Looking up a size or preparing an export never sends anything to DataFrenzy.