Export Ready Claims

Filing happens in batches. A batch gathers the claims that are Ready and produces what the payer receives: an 837P file for electronic payers, printed CMS-1500 forms for paper ones. One export makes a batch for each kind that is Ready.

Before You Start

You need the User role and at least one claim in Ready. Electronic claims also need EDI settings configured for the client; without them the export skips those claims and says so. Paper claims never need them.

Create a Batch

1. In the sidebar, select Batches. It opens on the Claim Batches tab.
2. Select Create Claim Batch. Export Claims opens, with a group per format headed with how many claims it takes.
3. In the 837P group, check the Deliver to Connection. It starts on the connection you used last, else the first active one. Choose Download only to keep the file yourself.
4. In the CMS-1500 group, pick the Printer.
5. Select Export. A toast says “Export started” with the number of claims.

Result: a batch per format appears on the Claim Batches tab, each with its own outcome per claim, either included or excluded with the reason. An excluded claim goes back to Draft with its reasons in Findings and waits in Claim Review. Print Paper Claims covers what happens to the printed half.

Caution

If one format’s batch cannot be made, the other is still made. The toast turns into an error that stays until you close it, naming how many claims were not batched, and those claims stay Ready.

Create Claim Batch is greyed while no claim is Ready, with the reason in a tooltip. Claim Batches covers the batch statuses and what each section of a batch holds.

Download the File

1. Open the batch.
2. Select Download 837P. The file downloads as your clearinghouse expects to receive it.

A batch you sent to a connection is already delivered, and its Deliveries card records the attempt. When the clearinghouse answers with a 999 or TA1, the result shows on the batch; a rejected file offers Resend Rejected Claims.

Batches Never Change

A batch is a permanent record of what was sent and when. There is no editing one after the fact, and a retry is a new batch rather than a revision of the old one, so the filing history stays honest.

Caution

A batch marked Test Mode is generated for testing and must not be submitted for payment. The batch says so on its own page.

Related: Claim Batches · Claims · Check and Fix a Claim