ACTS Bulk Intake Import Functionality

• To assist State Survey Agencies with the management of their complaint backlog, CMS has coordinated with Alpine Technology Group (ATG) to develop functionality to automatically create intakes and incidents in ACTS through Robotic Processing Assistance (RPA). Step by step instructions are attached and included as part of this memo.

• QTSO Memo 2024-027 - ACTS thin install 12.4.4.6, activates functionality to import multiple intakes/incidents from a CSV file and create those records through Robotic Processing Assistance

• This functionality is open for both State Agencies and CMS locations

• Bulk Intake Import to ACTS functionality: Step by step guidance and excel template attached