Manually Batch and Upload Electronic Claims

1. Go to the Claims Dashboard.
2. Select Batch Claims. 

3. Deselect the Batch All checkbox to make the Filter Criteria available. 

• This allows you to qualify the Claims that you want to send.

4. Select Create Batch.
   

            

5. From the Claim Batches to be Sent/Printed panel, select the Batch Number link.

6. From the Claims Batch Page, select Upload Claims.

7. 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:

1. Claim Type: Select Test Only.
2. Uncheck the Batch All box to designate which claims to send.

5. 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).
6. 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
Claims Batch Dashboard
Claim Batch History

Delete a Claims Batch

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