Manually Batch and Upload Electronic Claims

Manually Batch and Upload Electronic Claims


Manually Batch Claims

  1. Go to the Claims Management Dashboard by selecting Claims on the Left Side Menu.
  2. Ready to Batch In the Claim Submission Queue panel, select the Batch Claims button.
  • To view the Individual Claims, select the number in the Encounters Column.
  1. Claim Type: Select Production Only unless it is a Test Batch.
  2. Batch All:
  • Deselect the Batch All checkbox to make the Filter Criteria available. 
  • This allows you to qualify the Claims that you want to send.
  • Leave the box checked if you want all the Claims to batch.
  1. Note: Entering a note is optional and only shows in the System.
  2. Select the Create Batch button.

Upload Electronic Claims

The Claim Batch(es) created will be on the Claims Management Dashboard in the Claims to be Sent/Printed panel.

  1. To view and/or change the Status of individual Claims in Claim Batches to be Sent/Printed panel, select the number in the  Claims column.
  2. To Batch the Claims, select the Claims Batch Number link.

  1. From the Claims Batch Page, select Upload Claims.
  2. Select Yes in the pop-up window.

Close after the pop-up window shows 100%.


Send a Test Claims Batch to EDI

  1. Before your Go-Live date, it is recommended that you send some test Claim batches to EDI (Clearinghouse).
  2. You may want to test the setup for specific payers.
  3. Notify your Implementation Manager or EDI that a test Claims batch is coming.
  4. Follow the documentation above with these Exceptions:
  • Claim Type: Select Test Only.
  • Uncheck the Batch All box to designate which claims to send.
  1. EDI will run these claims through their normal edits and will respond in the usual way that show if the Claims are Clearinghouse Accepted (CA) or Clearinghouse Rejected (CE).
  2. After receiving a response from EDI, delete the Test Batch.

Delete a Test Claims Batch

  1. Select Admin on the Left Side Menu.

  2. Select the Delete Test Claims button.

  1. Check the box that indicates that you understand that this process cannot be undone.

  2. Select the Delete button.


  1. Select Admin on the Left Side Menu.

  2. Select the Delete Test Claims button.

  1. Check the box that indicates that you understand that this process cannot be undone.

  2. Select the Delete button.

​

Claims Batch List

View and Modify the Claim Status in a Claims Batch

  1. To open the Claims Batch List, select the Claims number in the Claim Batches to be Sent/Printed panel;

or select the Claim Batch History link and then select the Claims Number.

      

  1. To change the Status of a Claim(s), select the checkbox(es).
  2. Select the Change Status button.

  1.  Status: Select the Status from the dropdown.
  • These Claims will be removed and will not be uploaded in the Claims Batch.
  1. Note: Entering a note is optional and appears only in the System.
  2. Select Save [F2].


Learn More

Manually Create a Charge

Encounter by Status

Claims Management Dashboard Overview
Claims Batch Dashboard

Claim Batch History

Delete a Claims Batch





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