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Manually Uploading Claims

  • Updated on Aug 4, 2026
  • Published on Mar 3, 2023
  • 2 minute(s) read
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  Uploading Files Manually

Instructional Video

Uploading Files Manually

"Manually Uploading Claims" refers to generating a batch file containing claims for a specific provider from a Practice Management System or another software. This file is typically in ANSI X12 (837/835/275/270) format but can also be in Single Line Claim File (XLS or CSV), Multiline Claim Files (XLSX), XML Claim File, and JSON Claim file. The batch file is saved locally and then uploaded to Claim.MD.

No PDF Claims
Please Note: Claims cannot be submitted in PDF format. The “Claim Attachment (PDF)” option in the dropdown menu is intended for supporting documentation related to a claim—such as Explanation of Benefits (EOBs) or other non-claim materials—not for the claim itself.


Steps to Upload a Claim:

  1. Click Upload Files on the left-hand navigation menu. Upload Files Button
  2. Leave the Select Format dropdown as Automatic Format Identification. If the file isn't read correctly, manually select the correct format (CSV, XLS, XML, etc.).
    More Information

    Clicking on the Select Format Help button next to the Select Format dropdown will display a Select Format Help window. This provides links with rules and formats required for uploading documents accurately in Claim.MD. If using a CSV file, a template is available to guide column header arrangement.

    Format Help
  3. Click the button. Select File
  4. Locate the claim file on your local drive and open it.
  5. Click the button. A loading circle will display while uploading.
  6. An Imported Data Resultswindow will appear, showing transmitted, held (requiring approval), and rejected claims.
    1. Click to stay on the screen.
    2. Click to review held or rejected claims. Manage Claims

Attachments

Payers That Support Attachments

Not all payers or their trading partners support attachments. To determine if a payer allows attachments, click here and follow these steps:

  1. Type "Attachments" into the search box at the top of the page.
  2. The list will update to show only payers that accept attachments.

Attaching Documents

  1. Click the Attach Documents link. Attach Documents
  2. Click Select A File and choose your document. Select File
  3. Close the Attach Document window.
  4. The link will now display the number of attached documents. Documents Attached
  5. Select the correct Attachment Type. Attachment Type

Upload 270 Eligibility and 835 ERA Files

To upload a 270 eligibility file, follow the same process as uploading a claim file. On the Upload Files page, select ANSI X12 as the file type. Once the file is uploaded and processed, a corresponding 271 eligibility response file will become available.

Upload an ANSI X12 file from the Upload Files page

ERA files can be uploaded using the same process. On the Upload Files page, select ANSI X12 as the file type, select the 835 file, and complete the upload. After the file has been processed, the ERA information will be available on the View ERA page.

ERA File Format

ERA files cannot be uploaded in PDF format. They must be in the ANSI X12 835 format.

Recent Uploads List

After your claims are uploaded, a list of recently submitted files will be displayed. For each file, you can select View Claims to review the individual claims contained within it.

This feature is especially helpful when a claim does not appear in Manage Claims or through standard search tools, allowing you to quickly locate and verify its submission.


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