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The AT-HM Bulk Upload feature lets you import multiple Assistive Technology and Home Modifications expense items into Visualcare at once using a CSV file. This is useful when you’re exporting invoice data from an accounting system or converting scanned invoices rather than entering items one by one. When imported, items appear on the client’s Expenses tab and in the Ready to Claim section of the SAH claiming screen. If any fields contain missing or incorrect data, Visualcare flags them during claim review but doesn’t block the upload.

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What you’ll need

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Uploading AT-HM expenses

1

Open the import screen

Go to Operations → Import CSV.
2

Select the record type

Choose Expenses from the import type drop-down.
3

Download the CSV template

Click Download Example CSV with ATHM to download the AT-HM template file. This gives you the correct column structure including the AT-HM-specific fields.
4

Fill in the CSV

Open the file and enter your expense data. See CSV field reference below for a description of each field.
Save the file as CSV (Comma delimited) format when you’re done. Other CSV formats cause import errors.
5

Upload the file

Back in Visualcare, click Select file, choose your saved CSV, then click Upload.
6

Review the field mapping

On the mapping screen, check that the Columns in Database match the corresponding columns from your file. If you used the Visualcare template without renaming columns, the mapping fills in automatically.
7

Preview the import

Scroll down and click Preview Import to see a sample of the records about to be created.
8

Process the import

Review the preview data, then click Process Import to create the expense records.
9

Review results and finish

The success summary shows how many records were processed. Click Back to Import when you’re done.

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CSV field reference

The following fields are not applicable for AT-HM uploads. Leave them blank: Cost, MarkupUse, MarkupBy, MarkupDesc, MarkupChargeCode, ChargeCode.

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Tips for filling in the template

Items vs wraparounds Use “Item” for AT-HM purchases and “Wraparound” for associated services such as delivery or installation. The value is case-sensitive. Linking wraparounds to parent items If the parent AT-HM item is already in Visualcare, enter its expense ID in the AT-HM Parent Expense ID column. If you’re uploading the parent item in the same CSV, leave AT-HM Parent Expense ID blank and use AT-HM Parent Item Id instead - assign any unique identifier in your spreadsheet and use the same value in both the parent item row and the wraparound row. Mark-up fields Leave all mark-up fields blank. Under Support at Home, administration costs are claimed as wraparound services rather than mark-ups. Save format Always save as CSV (Comma delimited). Other variants such as CSV UTF-8 or CSV (Macintosh) can cause column mapping or import errors.

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Running into issues?

See SAH claiming troubleshooting for common errors and fixes.

SAH assistive technology and home modifications

Set up AT-HM agreements, categories, and services before bulk importing

SAH agreements

Configure Support at Home agreements for your clients

Client expenses

Add and manage expense records on a client profile

Billing to SAH

Submit AT-HM and service claims through the SAH claiming screen