Claim Exports

Filing happens in batches. A batch gathers the claims that are Ready, produces the EDI file your clearinghouse or payer receives, and then never changes.

Claim Exports showing a Test Mode banner, four claims ready to export, and one generated batch carrying four claims with one excluded

Who Can See It

User only, when the client is licensed for claims.

The List

Ready to Export counts what the next batch would take. If it reads zero, no claim has passed review yet.

Column	What it shows
Batch #	The batch number, with a Test badge when it was generated in test mode
Claims	How many claims it carries, and how many were excluded
Total Charge	The batch total
Status	Whether it generated and was delivered
Created By	Who exported it
Created At	When

Statuses

Status	What it means
Pending	The batch is being generated
Generated	The file exists and is ready to send
Validation Failed	No claim passed validation, so nothing was exported
Failed	Generation itself failed
Transmitted	The file reached its destination
Transmit Failed	The file was generated but could not be delivered

The Batch Page

An export batch: the outcome banner, five claims with one excluded first, and the EDI envelope

Section	What it holds
Claims	Every claim in the batch, each Exported or Excluded with a reason. Excluded claims sort first, so the page reads as a fix-it list
Envelope	The EDI control numbers: Sender (ISA06), Receiver (ISA08), Usage (ISA15), Interchange (ISA13), Group (GS06), Transaction (ST02)
Delivery	Where the file went, and when. Shown only once a connection or a transmission exists

Usage (ISA15) is what distinguishes a test file from a live one.

Actions

Action	What it does	When it is offered
Export Ready Claims	Creates a batch from every Ready claim	On the list, once EDI settings are configured
Download 837P	Retrieves the generated file	On a batch that produced one

Export Ready Claims opens a dialog with a Deliver to Connection picker, offering Download only or one of the client’s active connections. Choosing a connection pushes the file into that connection’s output folder. If the client is not licensed for connections, the dialog says so in one line and the file is download only.

States

No export batches yet on the list, pointing at Export Ready Claims.
Generating… says the page updates itself, so there is nothing to refresh.
This batch has no claims.
No claims passed validation - nothing was exported.
The export failed.
The file was generated but could not be delivered.
Test Mode - the banner says exports carry ISA15 = T and must not be submitted for payment.
Blocked - without the claims module the screen is not in the sidebar, and a saved link to it says the module is not part of your plan.

Batches are immutable: a permanent record of what was filed and when. A retry is a new batch rather than a revision of the old one, so the filing history stays honest.