Account Settings

The Account Settings tab is used to manage account-level settings that affect claims, ERAs, alerts, SFTP, and API access across the account.

Account Information

The Account Information section contains the general practice or organization details associated with the account.

Company / Practice Name Displays the legal or business name associated with the account. Address Enter the account mailing or business address. A second address line may be used for suite, apartment, or other optional location details. City Enter the city for the account address. State Select the state from the dropdown menu. Zip Enter the ZIP code for the account address. Phone Enter the main phone number associated with the practice or organization. Billing System Name Displays the billing system or vendor name associated with the account.

Claims

The Claims section controls claim submission behavior and account-wide claim editing rules.

Claim Types Select the claim types your organization will be submitting. Available options may include: 1500 / 837P Professional Claims UB04 / 837I Institutional Claims ADA Dental Claims Transmit Approval Required When enabled, claims must be approved before they are transmitted. Automatic Corrected Claims When enabled, corrected claims can be created automatically when applicable. Enable NCCI Edits Enables National Correct Coding Initiative (NCCI) edits for claim review. TIP Review these options carefully before saving, since they affect account-wide claim processing behavior.

Electronic Remittance Advice (ERA)

The Electronic Remittance Advice (ERA) section controls settings related to ERA processing, formatting, and output.

Reject Denials When enabled, Claim.MD creates rejections for unpaid ERA claims based on the account settings. Reject Denials / Ignore Codes Enter adjustment codes that should be ignored when determining whether unpaid ERA claims should create rejections. ERA (835) Format Select whether ERA files should be formatted as 4010 or 5010. ERA PDF Sorting Controls the sorting used when printing ERA PDFs. 835 File Extension Sets the file extension used for 835 downloads.

Claim Alerts

The Claim Alerts section controls alerts related to claim issues, missing ERAs, and status warnings.

Alert On Controls which claim issues will generate alerts. Missing ERA Days Sets the number of days before an alert is generated for a missing ERA. Generate Status Warnings Enables additional status warning alerts when selected.

SFTP Settings

The SFTP Settings section controls secure file transfer access for the account.

SFTP Active Enables or disables SFTP access for the account. SFTP Username The username used to connect through an SFTP client. SFTP Password The password used to connect through an SFTP client. This password may be reset when needed. SFTP Host The hostname used in your SFTP configuration. SFTP Port The port used by your SFTP client connection. Send Files Folder The folder used to send files to Claim.MD. Receive Files Folder The folder used to receive files from Claim.MD. File Acknowledgment Controls the acknowledgment file format available through SFTP. Claim Status Format Controls the claim status file format available through SFTP. Receive ERA / 835 Controls the ERA/835 format received through SFTP. Tax ID Sub-Folders When enabled, output files can be organized into subfolders by Tax ID. NOTE Use the copy icons shown next to the SFTP values to copy the host, port, username, and folder paths into your SFTP client configuration.

API Key

File transfer to a practice management system or other software can also be completed using the API. Administrative users can generate an account API key directly from the API Key section of Account Settings.