How do I allow claims to be transmitted automatically without approval?
  • 19 Mar 2024
  • 1 Minute to read
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How do I allow claims to be transmitted automatically without approval?

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Article summary

While it is strongly advised to maintain the default setting of "Transmit Approval Required" during the initial weeks of using Claim.MD, certain providers or entities may prefer to immediately send their claims to the payers without having to review and approve them on the Manage Claims page.

To turn the "Transmit Approval Required" setting off:

Navigate to Settings page in the left menu. 

  1. Click on the Account Settings tab (it is the second item down)
  2. Un-click "Transmit Approval Required" and Save.

Valid claims should now go straight through to the payers once the Save Claim button is clicked in the View/Edit Claims screen or once the file is uploaded in the Upload Files page. The claims will also be sent automatically through API or SFTP interface with third-party EHR/Billing vendors. It is still recommended to view Manage Claims page to view any rejected claims.

More Information
Only administrative users have access to the Account Settings tab.




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