How to change service plans

Prev Next
This content is currently unavailable in Spanish. You are viewing the default (English) version.

Changing Your Service Plan

Follow these directions to switch your Claim.MD service plan and choose when the change should take effect.

Step 1 — Open billing. In the left navigation menu, go to View/Pay Invoices.

Step 2 — Start a plan change. Click the button.

Step 3 — Choose a plan. Select one of the available plans below. For a complete breakdown of what’s included in each plan, click Full Pricing Details.

Unlimited Plan

  • Unlimited Claims
  • Unlimited ERA
  • 1,000 Eligibility (per month)
  • Alternate file formats

Small Volume Plan

  • 100 Claims, ERA, and Eligibility (per month)
  • Perfect for single doctor practices

Basic Plan

  • Pay only for what you use
  • Great for submitters with a small number of claims per tax ID

Step 4 — Select when the change takes effect. Pick one timing option:

Your current plan continues until it renews, and the new plan begins on that renewal date.

Your new plan begins today. Any usage on your current plan will be billed now.

Immediate Change Notice

  • We will pro-rate the monthly service fee on your existing plan.
  • We will bill for all transaction-based usage under your previous plan up to this moment.
  • Your new plan’s billing cycle starts today.
  • Transaction-based usage on your new plan will be billed immediately.

Limit: Accounts are eligible for one “immediate” plan change every 30 days.


Step 5 — Review and confirm. Check your selection, then confirm the change. You’ll receive a confirmation on screen (and by email, if enabled).

You can cancel before confirmation without making changes.
Need help? If you’re unsure which plan is right for your organization, select Full Pricing Details for inclusions, limits, and examples, or contact Support before confirming.