Please remember Claim.MD is offering 20% discount to all accounts using Office Puzzle as their EMR. Simply mention this during registration or send a ticket requesting the discount.

Payer Enrollment

This is the process where we make sure Claim.MD is aware of which payers we are sending to, this also ensures we configure the ERA (Electronic Remittance Advice) to receive the payments once the claims are processed. Although this step is NOT mandatory is highly recommended.

1. Go to the Claim MD portal https://www.claim.md

2. Enter your Claim.MD username and password to log in.

3. In the menu, go to Provider Enrollment.

4. In this section, locate the payers and click the Enrollment Required button.

5. Follow the provided instructions to complete the registration for each payer.

6. Once all payers have been registered, you can proceed with the batch upload.

Note: The registration process may take some time to be completed. Make sure to check the status of each payer before proceeding.

Manually Uploading Claims

Uploading Files Manually

“Manually Uploading Claims” refers to the process of generating a batch file containing all claims for a specific provider from the Practice Management System or other software system. This file is typically in ANSI X12 format, although it may be in other formats such as PDF, CSV, XML, or others. The batch file is then saved in a local drive and uploaded into Claim.MD.

To upload a claim:

1. Click Upload Files on the left-hand navigation menu.

2. It is recommended to leave Select Format dropdown as Automatic Format Identification first.If the document is not being automatically read, try selecting the specific format (CSV, XLS, XML etc.) in the dropdown.

More Information

Clicking on the button located next to the Select Format dropdown will result in the appearance of a window named Select Format Help. This window will contain links to assist in understanding the rules and formats required to set up a document accurately for uploading to Claim.MD. For example, if a CSV file is being used, a template will be provided indicating how to arrange the column headers.

3. Click the Select File button

4. Browse the local drive and locate the claim file to upload. Double click on the file or click the Open button.5. Click the Upload Selected File button. A loading circle will display while it uploads.6. An Imported Data Results window will display with the number of claims transmitted, held (to be approved before transmission), and rejected.

6.a. To stay on the screen, click OK

6.b. To approve claims that are held or review rejected claims, click Manage Claims

You can find the original for this tutorial at https://docs.claim.md/docs/uploading-and-entering-claims