Create a New Claims Batch

The next step is to generate a New Claims Batch. Complete the following steps to create a New Claims Batch.

Step

Action

1

Navigate to Billing > Electronic Billing > E-Submission Batches to generate a New Batch Claim.

2

On the E-Submission Batches page, click on the Add Original Claims button.

On the E-Submission Batches page, the Add Original Claims button displays at top right to add original claims.

Add Original Claims

3

On the Add Original Claims E-Submission Batch page, select the Contract. The Batch Number and Batch Date will populate. Click on the Add Claims button.

 

On the Add Original Claims page, the Contract is selected at the required Contract field at top. The Add Claims button is located at bottom right.

Add Claims

4

On the Add Claims, Claims Search page, use the search filter fields or click on the Search button to find claims.

 

The Add Claims Claims Search page displays several search filters and a Search button to specify and trigger searches.

Claims Search
5

On the Search Results in the Claims section, select the claims to be added and click the Add button at the bottom of the page.

 

In the Claims Search results, checkboxes display at leftmost on the table to select one or more claims and add to the batch.

Claims Search: Select Claim(s)

Note: Visits with a yellow warning icon (with no active checkbox) are held in Billing Review with an On Hold Status and must be resolved prior to billing. Hover over the icon for a pop-up indicating the hold reasons.

6

The claims appear on the Add Original Claims E-submission Batch page. Click on the Save Batch & Send button to send the claims to the SFTP (Secure File Transfer Protocol) to be picked up by the Payer system via the overnight process.

On the Add Original Claims E-Submission Batch page, click the Save Batch & Send button on the leftmost bottom corner of the page.

Claims E-Submission: Save Batch & Send

Note: Using the Save for Later button only creates the claims batch but does not send to the SFTP. Refer to Reviewing a Claims Batch for further instructions.

7

The system alerts that the export file is generating. Click Close to continue.

The Information window displays that the request has been created to generate an export file.

Information Window
8

(Optional) Navigate to Admin >Process Monitor to view the progress of the submission. Expand the All Sections category to view. The file can either be in Pending or Completed status.

 

The Process Monitor displays five (5) sections for all processes, pending, in progress, completed in the last hour, and last twenty-four (24) hours.

Process Monitor: All Sections