SFTP
- 19 Mar 2024
- 2 Minutes to read
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SFTP
- Updated on 19 Mar 2024
- 2 Minutes to read
- Print
- DarkLight
- PDF
Article Summary
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Important
SFTP/API setup can only be performed by an Administrative user.
Navigate to Settings on left-hand navigation bar > Account Settings and scroll down to the SFTP section.
- Click the SFTP Active dropdown and select YES
- Click a pop-up box will display on the screen with the following credentials:
SFTP Password, Username, Password, Hostname, Port, Upload Claim Folder, and Download Responses/ERA folder. - The credentials in this pop-up will have to be applied to the Practice Management System's SFTP settings.
More Information
Some PMS and billing systems may ask for an MD5 Fingerprint to validate that their system is in fact connecting with the Claim.MD server. This fingerprint is located at the bottom of the SFTP credential pop-up (see image below).
Contact the PMS support for assistance in configuring these credentials.
Copy and Paste
We recommend copying and pasting the information and entering into the Practice Management software (or securely sharing information to the PMS support contact person).
| SFTP Settings | |
|---|---|
| SFTP Active | Select YES in dropdown. |
| SFTP Username | This is used in the SFTP configuration in your SFTP client. This will display when clicking Save |
| SFTP Password | This is used in the SFTP configuration in your SFTP configuration page. This is hidden until you click Save. |
| SFTP Host | This is the hostname to configure in your SFTP client. |
| SFTP Port | This is the SSH/SFTP port to configure in your SFTP client. |
| Send Files Folder | /SendFiles This is the folder your SFTP client should use to upload claim and eligibility files into CLAIM.MD. |
| Receive Files Folder | This is the folder your SFTP client should use to download claim status, ERA and other files from CLAIM.MD. |
| File Acknowledgment | Available file level acknowledgement formats to download via the SFTP server. |
| Claim Status Format | Available claim status formats to download via the SFTP server. |
| Receive ERA/835 | Generally, this will be 835 which is the standard format, but other options are available depending on how systems are setup. |
| TaxID Subfolders | Separate claim status and ERA files into sub folders by Tax ID. i.e. /ReceiveFiles/741111111/60054_1234567893_11741672.835. *Your software must be properly configured if you activate this setting. |
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