Knowledgebase

PMI does not have an automated submission process, but reports are available from StarChapter with the necessary data to upload to PMI.  This report can be uploaded to CCRS.

1. Go to General > Export Fields 
2. Click Meeting Registration Detail
   
   
   
   
3. Use the drop-down list to Add Member ID, First Name, and Last Name fields to this report. These 3 fields are required by PMI.
   
   
   
   
4. Click Return to Export Fields
5. Go to Meetings > Charts and Reports > Reports > Meeting Registration Detail
6. Select the appropriate meeting from the drop-down list
7. Click Refresh
   
   
   
   
8. Click Spreadsheet to export the report
9. Login to CCRS and submit this report. 

   Tip: PMI requires a three-column spreadsheet with no headers containing the PMI ID, the member's first name, and member's last name. See PMI's CCRS Batch Claims User Guide for full details to submit a batch claim.