Manually Uploading Claims

 

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 format but can also be in PDF, CSV, XML, or other formats. The batch file is saved locally and then uploaded to Claim.MD.

Steps to Upload a Claim:

1. Click Upload Files on the left-hand navigation menu.
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 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.

   
3. Click the Select File... button.
4. Locate the claim file on your local drive and open it.
5. Click the Upload Selected Files 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 OK to stay on the screen.
   2. Click Manage Claims to review held or rejected claims.

Attachments

Attaching Documents

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

Uploading a 270 File for Processing

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