Sync Job from Jobsight to Clean Claims
Paul Silliman
|
10 steps
|
48 seconds
Jobsight
Cleanclaims
1
Navigate to [https://app.jobsight.com/#/dashboard](https://app.jobsight.com/#/dashboard)
2
Click "Jobs"
3
Click the project you want to connect
4
Click integrations
5
Click "Clean Claims"
6
Click "Sync to Clean Claims"
7
Once the job has been synced, you will see the Clean Claims Job number displayed
8
Open Clean Claims
9
The project will appear in your Clean Claims account
Alert! If you are actively working in Clean Claims, refresh the page. On the app, close the app and reopen it to see the new job.
10
Open the project and you will see the data transferred over from Jobsight. Complete any missing items and get started.
Tip! If any issues occur, please reach out to [support@cleanclaims.com](mailto:support@cleanclaims.com)
