How does Claim.MD decide when to update a claim record, or create a new one?

By default our system will identify a claim as an update to a previous record if all of these values match a previous claim:

• pcn
• prov_npi
• prov_id
• payer_order
• proc_code (charge line field, 2400)
• from_date (charge line field)
• charge (charge line field)

Alternatively, if you are able to send a unique claim ID in the "remote_claimid" (REF*D9) field we can match that value exclusively. 

That would mean you need to send the same ID each time you re-upload a claim to make sure the previous record is updated.

To request using the REF*D9 or remote_claimid value for updated claims in your account, open a support ticket and request the Duplicate Fields setting to be modified to "remote_claimid".