Manually Batch and Upload Electronic Claims
- Go to the Claims Dashboard.
- Select Batch Claims.
In the pop-up window, deselect the Batch All checkbox to open the filters to qualify the claims you want to send or the fields can be left blank.
Select Create Batch.
From the Claim Batches to be Sent/Printed panel, select the Batch Number link.
From the Claims Batch Page, select Upload Claims.
Select Yes in the pop-up window.
Close after the pop-up window shows 100%.
Send a Test Claims Batch to EDI
Before your Go-Live date, it is recommended that you send some test Claim batches to EDI (Clearinghouse).
You may want to test the setup for specific payers.
Notify your Implementation Manager or EDI that a test Claims batch is coming.
Follow the documentation above with these Exceptions:
Claim Type: Select Test Only.
Uncheck the Batch All box to designate which claims to send.
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).
After receiving a response from EDI, delete the Test Batch.
Delete a Test Claims Batch
Select Admin on the Left Side Menu.
Select the Delete Test Claims button.
Check the box that indicates that you understand that this process cannot be undone.
Select the Delete button.
Learn More
Manually Create a Charge
Encounter by Status
Claims Management Dashboard Overview
Delete a Claims Batch
Related Articles
Manually Batch and Upload Statements
Manually Batch Statements If you created a Test Statement Batch, delete it before creating your first Statement Batch to mail. Visit this link for documentation: Delete a Statement Batch. From Statements on the Left Side Menu, select Create Cycle ...Claims Management Dashboard
Claims Management Dashboard Overview Claims can be manually batched and uploaded at any time, or the Job Scheduler can be used to automate the Claims batching and upload process at a pre-set day and time. Close the Reference Batches with Claims that ...Unbalanced Claims
A common rejection is for Unbalanced Claims. Payments and Adjustments do not equal Charge. If an Encounter is unbalanced or missing the Primary Insurance adjudication, the Claim will not batch. The Primary Payment on the Claim must be posted ...Delete a Claims Batch
A Claims Batch can be deleted if it was created in error or duplicated. Once a Claims Batch has been uploaded, it can only be deleted by Support. Deleting a Claims batch is permanent and cannot be undone. Delete a Batch From the Admin Dashboard, ...Reconcile Reference Batch Receipts
Reconcile Reference Batch Receipts Reference Batches can be used to reconcile your receipts. Compare the Receipts column with the Payments column. The Receipts column represents the amount that was entered when the receipt was created, and the ...