--- title: "Quick Start Guide" slug: "quick-start-guide" tags: ["Quickstart Guide", "Managing Users", "Submitting Claims", "API ", "Payer", "Enrollment", "Adding", "Claims", "Enrollment Required", "Accounting", "Provider Enrollment", "Manage Users", "SFTP", "Invoice", "Uploading or Creating Claims", "Instructions", "Payer List", "User Type", "Required", "Paperwork", "Signature"] updated: 2026-07-17T15:05:55Z published: 2026-07-17T15:05:55Z canonical: "docs.claim.md/quick-start-guide" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.claim.md/llms.txt > Use this file to discover all available pages before exploring further. # Quick Start Guide ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/Claim.MD-Logo-2022.jpg) **Welcome to Claim.MD!** Please carefully follow each of the steps below on this Quick Start Guide. If you need assistance, please open a [Support Ticket](/v1/docs/support-tickets) with our support team. - [**Step one - Adding Users**](/v1/docs/quick-start-guide#step-one-adding-users) - **[](/docs/quick-start-guide#step-two-provider-enrollment)** [](/docs/quick-start-guide#step-two-provider-enrollment)[**Step two - Provider Enrollment**](/v1/docs/quick-start-guide#step-two-provider-enrollment) [](/docs/quick-start-guide#step-two-provider-enrollment)**[](/docs/quick-start-guide#step-two-provider-enrollment)** - **[](/v1/docs/quick-start-guide-2#step-3-submitting-claims)**[**Step three - Submitting Claims**](/v1/docs/quick-start-guide#step-three-submitting-claims) ## Getting Started - Creating an Account Before you create an account, make sure you have the following on hand: - The business or account owner will need to create the account. - A valid form of U.S. identification, and a computer or phone with a camera. - A credit card, or valid EFT routing # and checking account information. - Up-to-date contact information in the [NPPES](https://nppes.cms.hhs.gov/#/) database for any providers you'll be billing for. Make sure to let them know to expect a call from Claim.MD. ## ## [Embedded content made on Kapwing](https://www.kapwing.com/e/6467db2f22857400da5c881a) ## Step one- Adding Users Each individual that has access to Claim.MD, or that may need to speak with our support team, will need their own login credentials. From the left hand menu, click **Manage Users**. > Note, you must have administrative privileges to access the **Manage Users** menu. 1. First select a user type: - **Administrative users** are able to control all access to the system, including adding/removing users and their privileges. - **Standard Users** can be limited to access specific areas of the system. - **Eligibility Only** users can only run benefits and eligibility and can be limited to a specific NPI. - **Accounting/Invoices** users can only see invoices from Claim MD as well as make payments or change the payment method for Claim.MD services. 2. Next click . 3. You’ll need to complete at *minimum* the contact name and email address for a new user. > Please note that the email address you enter for a user will be used to send the initial [verification email](https://docs.claim.md/docs/how-does-the-required-two-factor-authentication-work). 1. Review the **access privileges** available to them. 2. Once you click   , we’ll send an email with a setup link to the email address given. The new user will need to follow that link to select a username and password. HIPAA Compliance WarningPlease note that when entering user information it is **required** to provide the **actual first and last name of the individual user** rather than generic titles (e.g. Billing Staff, Accounting, etc.). To comply with HIPAA regulations, each user must be provided with unique login credentials for Claim.MD. The login information should be exclusive to Claim.MD and not used for other systems. It is important that users keep their credentials confidential. **Sharing Claim.MD usernames and passwords is strictly prohibited** under HIPAA standards to protect personal health information.   ### Adding Users - More Information For more detail on adding users, visit the [Manage Users](/v1/docs/manageusers) article. ## Step two - Provider Enrollment [Embedded content made on Kapwing](https://www.kapwing.com/e/646cfd0287da7f001874bf82) Some payers will require enrollment before you can submit electronic claims. This segment will show you how to quickly complete these enrollment steps. More InformationPlease note, you must be credentialed with a payer **before** completing enrollments within Claim.MD. Contact the payer's “provider support department”  for guidance on steps to credential with them. From the left hand menu, Click **Provider Enrollment**. ### Add Providers 1. Each organization you bill for will need to be added to Claim.MD. If you do not see your organization’s information listed, click   . 2. Enter your **NPI** and **Tax ID**. > A-typical provider (those not required to have an NPI), can leave the NPI blank. 1. The provider information screen will be used to auto populate any upcoming enrollment paperwork. Once you’ve verified the information is accurate on this popup, save the provider record. ### Enrollment for Claim Submission Now lets review which payers require enrollment before submitting claims, and how to set up electronic payment notifications. 1. **Click on the provider name** to review enrollments specific for this provider. Common payers for your provider's state will be shown by default, but you can use the **search box** to look up any specific payer you will be billing to. 2. **Review the claims column** to determine if enrollment is required to submit to a given insurance. If submitting institutional or UB-04 form claims, change the drop down menu above. - **No Enrollment Required** means you can begin sending electronic claims to this payer immediately. - **Not Available** means the payer does not support this type of claim. - If **Enrollment Required** is shown, then additional steps will need to be completed before you can send electronic claims to this payer. - When clicking the   button, you will either be prompted with **instructions** to complete enrollment steps through an external enrollment portal, or with the pre-populated **paperwork** that you need to complete. ### Provider Validation Required **Important:** Provider validation calls are **on demand**. Claim.MD does not automatically initiate the call. - Provider validation is normally required when the first enrollment request is submitted for a provider. - If required, the provider data row displays a **“Validation Required”** alert. - To complete validation, start the enrollment workflow and click **Call Now** when prompted. - Until validation is complete, the provider may not be able to submit or receive transactions such as **Claims**, **ERA**, or **Eligibility**. For more information, see [How Provider Validation Works](https://docs.claim.md/docs/how-does-the-provider-validation-for-enrollment-work). ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1770743320409.png) - ## ERA Delivery Options After Validation ERA Delivery Options After Validation - After completing validation for the first time, providers may see a prompt if another account already has active ERA enrollments for the same NPI/Tax ID. This allows providers to choose whether future ERA should route to the newly validated account. - If ERA is redirected, any existing provider records with active ERA enrollments will move to a Pending Validation status until validation is completed again on those records. - After completing validation, if another account has active ERA enrollments, you will will see this prompt: ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1778595322530.png) - **When instructions are given**, make sure you follow each step carefully. Once those steps are completed, click the button to finalize the enrollment request. - **When paperwork is shown**, carefully review the forms and pre-filled boxes. You may make adjustments to these forms before submitting. Some required fields may be highlighted for you to complete, for example a signature may be required. In most cases we are able to **mail or fax** these forms for you. If additional steps are required, these instructions may be shown after you submit the form. ### Enrollment for ERA Now that we’ve enrolled for claim submission, let’s set up Electronic Remittance Advice, or E.R.A. ERA is how the payer sends you an electronic summary of what was paid on the claims you’ve submitted. If your billing software supports automatic payment posting, you will need to setup ERA for each payer so it has the data necessary to complete this process. - On the provider enrollment page, the ERA column will give you instructions to activate ERA. - **Quick Enroll** - Means we are able to submit an online enrollment request with no additional paperwork or steps. Provider Validation Required The provider validation step is completed on the payer enrollment page. If validation is required, the Provider Validation screen displays when a Quick Enroll or Enrollment Required button is pressed. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1770743320409.png) - **Auto-Enroll** - Means the payer automatically returns their remittance summary to the sender of the claim. - Like the claim enrollments, Enrollment Required for ERA will either have **instructions** for enrolling online with the payer, or pre-filled **forms** that need to be submitted. ALERT ERA can only be returned to one clearinghouse. When you enroll for ERA, all electronic remittance for the selected NPI/Tax ID will be re-routed to Claim.MD regardless of where the claims are originally submitted from. ### Enrollment for Eligibility Finally, we’ll want to activate eligibility for any payers we want to check benefits and eligibility for. Use the Eligibility column to turn this option on. ## Step three - Submitting Claims Claims can be sent using one of four methods. If you use a practice management or billing software contact them to determine which method is appropriate for you. #### Direct Data Entry For users with no billing software, claims may be created directly in Claim.MD. **Continue to** [**Direct Data Entry**](https://docs.claim.md/docs/uploading-and-entering-claims-1) [](/v1/docs/uploading-and-entering-claims%20%20) #### [](/v1/docs/uploading-and-entering-claims%20%20)Manually Uploading Claims[](/v1/docs/uploading-and-entering-claims%20%20)[](/v1/docs/uploading-and-entering-claims%20%20)[](/v1/docs/uploading-and-entering-claims%20%20) If your software batches claims and saves them to a folder on your computer, use this method to upload your claim file. **Continue to** [**Manually Uploading Claims**](/v1/docs/uploading-and-entering-claims) #### [](/v1/docs/sftp%20%20)SFTP [](/v1/docs/sftp%20%20) [](/v1/docs/uploading-and-entering-claims%20%20)If you are using a billing application that supports "SFTP", this method sets up an automated file transfer between your billing software and Claim.MD **Continue to** [**Configure SFTP connection**](/v1/docs/sftp) [](/v1/docs/uploading-and-entering-claims%20%20) #### [](/v1/docs/uploading-and-entering-claims%20%20)[](/v1/docs/api%20%20)API [](/v1/docs/api%20%20) [](/v1/docs/uploading-and-entering-claims%20%20)If you are using a billing application that supports "API", this method sets up an automated file transfer between your billing software and Claim.MD **Continue to** [**Configure API Connection**](/v1/docs/api) [](/v1/docs/uploading-and-entering-claims%20%20) ### Transmit Approval Setting Please note, by default, all claims are set to be approved by a user on the [Manage Claims](/v1/docs/manage-claims) page before being transmitted. We recommend keeping this setting enabled for at least the first several claim submissions to ensure accuracy of data after it has been [directly entered](/v1/docs/uploading-and-entering-claims-1), [uploaded from a batch file](/v1/docs/uploading-and-entering-claims), or transferred from another system ([SFTP](/v1/docs/sftp) or [API](/v1/docs/api)). However, if no final approval is needed before transmission, this feature can be disabled in **Settings >** [**Account Settings**](/v1/docs/account-settings). Simply un-select the **Transmit Approval Required** checkbox. If this setting is disabled, valid claims will be marked for transmit immediately. More InformationOnly an Administrative User can have access to the [**Account Settings**](/v1/docs/account-settings) tab. --- ## Other Important Articles Once the steps above have been completed, it is highly recommended to review the articles below to familiarize yourself with the functionalities and features of the rest of the Claim.MD software. ### Articles for All Users #### Provider Enrollment Article to read: [Provider Enrollment](/v1/docs/add-provider). More detailed information on the provider enrollment process. #### Manage Claims Article to Read: [Manage Claims](/v1/docs/manage-claims). Understand how to manage your claims that need your attention such as rejected claims (either from Claim.MD, third-party EDI, or payers), missing claim acknowledgements, missing ERA, and reminders. You can do this all on the **Manage Claims** page. #### Receive ERA Article to Read: [View ERA](/v1/docs/view-era). If you are using Claim.MD for ERA, make sure your enrollment has been submitted with each payer. ERA enrollments generally process between 3 and 30 days. Contact the payer if you are not receiving your ERA by this time. The **View ERA** page is where you can view ERA transmissions from your payers. #### Eligibility Article to Read: [Eligibility](/v1/docs/eligibility). #### Reporting Article to Read: [Reporting](/v1/docs/reporting). **Reporting** allows you to view an overview of all past history. Search Article to Read: [Search](/v1/docs/search-page). You may need to search for claims that have already been transmitted and are not on your **Manage Claims** page. You can do this in the **Search** page. #### View/Pay Invoices Article to Read: [View/Pay Invoices](/v1/docs/viewpay-invoices). This is where your organization will make payments and review service fees to Claim.MD. #### Support Tickets Article to Read: [Support Tickets](/v1/docs/support-tickets). You may need to contact support on an issue related to Claim.MD. There are convenient shortcuts to tickets from the claim form, and the View ERA page, and the Eligibility screen that will automatically attach your example to the ticket. You can also send a general or missing ERA ticket through the **Support Tickets** page. ### Articles for Administrative Users Article to Read: [Manage Users](/v1/docs/manageusers). Articles to Read: - [Settings](https://docs.claim.md/docs/settings-1) - [My Settings](https://docs.claim.md/docs/my-settings) - [Account Settings](https://docs.claim.md/docs/account-settings) - [Vendor Settings](https://docs.claim.md/docs/vendor-settings) - [Claim Filtering](https://docs.claim.md/docs/claim-grouping) HIPAA, or the Health Insurance Portability and Accountability Act, is a U.S. federal law that sets standards for the protection of individuals' sensitive health information and ensures the privacy and security of such data in the healthcare system. "Credentialed" in healthcare refers to the approval process where a provider is recognized by a payer, such as an insurance company, to submit claims for reimbursement. It involves verifying the provider's qualifications and compliance with the payer's standards before allowing them to bill for medical services. UB-04, also known as CMS-1450, is the standard paper claim form for institutional providers like hospitals. In the electronic domain, the corresponding format is the 837 Institutional Health Care Claim. Administrative users (administrators) are able to control all access to the system, including adding/removing users and their privileges.