---
title: "Claim Grouping"
slug: "claim-grouping"
tags: ["Settings and Users"]
updated: 2024-05-22T16:49:35Z
published: 2024-05-22T16:49:35Z
canonical: "docs.claim.md/claim-grouping"
---

> ## 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.

# Claim Grouping

The "Claim Grouping" feature is can be used to create customized views and report filters. This is particularly useful for generating reports related to Electronic Remittance Advice (ERA) payments that include both paid and unpaid claims.

On this page, groupings by specific criteria can be configured as per an organization's needs. For instance, claims can be grouped based on a specific **Rendering Provider NPI** (National Provider Identifier).

![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1681161210139.png?sv=2026-02-06&spr=https&st=2026-11-02T11%3A02%3A32Z&se=2026-11-02T12%3A02%3A32Z&sr=c&sp=r&sig=Ug0XWPV6ay5%2BH3CAB32jzLvl0vPYNAWZt2JS523jO6g%3D)

---

The following are examples of how to create groups. In this case it is demonstrating how to create PAID and UNPAID ERA Groups.

### To create a group for paid ERA:

1. Enter **PAID** in Group Name field.
2. Click the  button next to the New Group Name field.
3. Select the Matching Claim Value type (Errors & Messages)
4. Enter ***PAID $***in the blank field next to Errors & Messages.
  1. The information will be automatically saved when clicking anywhere on the screen.

### To create a group for unpaid ERA:

1. Enter **UNPAID** in Group Name field.
2. Click the   button next to the New Group name Field.
3. Select Errors & Messages the **Matching Claim Value** type in the dropdown.
4. Enter **!*PAID $***in the blank field next to Errors & Messages dropdown.
  1. The **!** character next to ***PAID*** tells the system to exclusively retrieve ERA that are not paid.

NoticeProvider specific claim groups can be automatically created from Provider Enrollment menu. **Edit** the provider and check the "Show in Claim Group" checkbox (see [Provider Enrollment](/v1/docs/add-provider)).

### Grouping Logic

Consider the following guidelines to understand how grouping logic functions in Claim.MD:

More than one item with the **same key** is an **OR**.

- In other words, if you have multiple items with the **same key** (e.g. payerid), it's like saying the match must be "**either one or the other**" of the key's value – that's an "**OR**."

More than one item with a **different key** is an **AND**.

- In other words, if your items have **different keys**, it's like saying the match must be equivalent to "**e****xactly"** that key's value – that's an "**AND**."

so as an example:

- payerid = 60064
- payerid = 87726
- bill_npi = 1234567890

translates to:

(payerid ='60054' **OR** payerid='87726') **AND** bill_npi=1234567890)

This means the **Billing** **NPI's value must match the single value provided**, as well as **the payer ID must be one or the other of the two values provided**.

![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1709326121852.png?sv=2026-02-06&spr=https&st=2026-11-02T11%3A02%3A32Z&se=2026-11-02T12%3A02%3A32Z&sr=c&sp=r&sig=Ug0XWPV6ay5%2BH3CAB32jzLvl0vPYNAWZt2JS523jO6g%3D)