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1. Log in to your personal profile

2. Select Billing from the main menu

3. Select Batches from the submenu

4. Select the Manual EDI/837 Billing Batch from the Batches table by clicking anywhere in the row of the batch

   1. The manual EDI/837 billing batch was created in procedure #1 – Create Manual EDI/837 Billing Batch

5. Select the Upload EDI CSV and Generate EDI button

6. Click the Add Attachment next to Choose File

7. Locate the updated file for upload

   1. This is the file updated from procedure #2 - Download and Update EDI/837 Raw Dump File

8. Select the file and click open

9. DCI will upload the file and display a success message in the Upload EDI/837 Raw Dump File and Generate EDI/837 window

   1. If an alert displays in the Upload EDI/837 Raw Dump File and Generate EDI/837 window, the file is not configured as per the funding source. Please review procedure #2 - Download and Update EDI/837 Raw Dump File.

10. Click Save

11. Click Yes in the confirmation alert window

12. The Batch Details page will be displayed, and the status will be EDI/837 Generation InProcess.

    1. This process can take up to ten minutes

13. The status will update to EDI/837 Generated

14. Select the file next to the EDI/837 Transmission File field, in the EDI Details widget.

15. Select the file next to the Name field in the Attachment Details widget to download.

16. Save the file

17. Proceed with your organization and funding source file upload procedure

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