Content Comparison

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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. Locate the Batch with the EDI/837 CSV file needing to be updated and manually processed

5. Select the Batch from the Batches table by clicking anywhere in the batch row

6. In the EDI Details widget on the Batch Details page, select the blue hyperlink for the EDI/837 Raw Dump File to download

   1. Please note: The EDI/837 Raw Dump File template is specific for the funding source

7. Update the Batch ID number to the new manual EDI/837 billing batch ID number created in procedure #1 - Create Manual EDI/837 Billing Batch

8. Add the following column headers after the last column on the file. Please note, these columns must be present and in the format and order outlined below; however, data does not need to be present in the fields.

   1. ClaimTypeCode

   2. ICN

   3. PayerIdentifier

   4. ProviderId

   5. FundingSourceName

   6. PayerClaimControlNumber

9. Optional column header:

   1. clientGender

      1. M = Male

      2. F = Female

      3. U = Unknown

      4. Blank

   2. If an invalid value is provided, the gender sent to Claims Manager is blank.

10. If your organization utilizes Claims Manager, additionally complete the following:

    1. Update the ClaimTypeCode column - This number tells Claims Manager what type of claim it is:

       1. 1 = Replacement claim

       2. 7 = Corrected claim

    2. Update the PayerClaimControlNumber column

       1. The Control Number is located on the Claim Details page in the Claim Payment Details section in Claims Manager

11. Update and make corrections to data for successful EDI/837 file generation/upload

    1. Examples: Medicaid numbers, authorization numbers, fields listed on the EDI/837 Raw Dump File

    2. Please note: Updates or corrections made within the file will need to be corrected within DCI for future billing batches to be successful

12. Save the file

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