What the Transmit button does

The EDI Exports page that tracks every batch you have downloaded, broken into Individual Claims and Bulk Exports tabs.

Once a claim has been submitted, it is queued for transmission. The Transmit button on the Claims page bundles everything currently queued for the selected agency into a single download: the 837 EDI file for electronic payers, a combined CMS-1500 PDF for paper payers, and patient statement files for anyone in a statement cycle.

How to transmit

  1. Go to Claims in the menu.
  2. Make sure the correct agency is selected in the agency switcher at the top.
  3. Click the green Transmit button.
  4. The Transmit Results modal opens and shows a count for each output: EDI, CMS-1500, and Statements.
  5. Download each file from the modal. The EDI file is what you upload to your clearinghouse.

Each download marks its batch as transmitted so the same claim is not re-sent next time you click Transmit.

Tracking batches

Go to Imports/Exports and open EDI Exports to see every batch you have downloaded, broken out into Individual Claims and Bulk Exports tabs. CMS-1500 batches are tracked on the CMS-1500 page, and patient statement batches live under Patient Statements.

Example

It is Friday afternoon and you have 30 claims in Submitted status waiting to go out. You go to Claims, click Transmit, and the modal shows "EDI: 28 claims, CMS-1500: 2 claims, Statements: 5 patients." You download all three files, upload the 837 to your clearinghouse, print and mail the CMS-1500 PDF, and hand the statements to the person who mails them.

Tips

  • Transmit regularly — daily if possible. The sooner the 837 reaches the clearinghouse, the sooner you get paid.
  • If the modal shows "No claims to transmit," there are no submitted claims queued for this agency. Submit claims first, then transmit.
  • If you need to re-send a batch of claims, select them in the Claims list and click Re-Transmit Selected.