The following instructions are to create an 837 electronic claim file for an unintegrated clearinghouse. 

Important Note: Selecting Submit in RevolutionEHR when using an Unintegrated Clearinghouse does NOT send the claims to the clearinghouse. The action of Submit changes the status of the claim to Submit and creates an 837 electronic claim file that downloads to your computer. The 837 files need to be manually uploaded by the practice to the unintegrated clearinghouse to complete the submit process.

Instructions

There are two options available for this process: Claims Screen or Invoice.

Claims Screen

1. Access Accounting > Claims.
2. As you access the Claims screen, the grid displays the claims for the following default simple search:
   • Location: The location the user has displayed in the system's navigation bar.
   • Submit Status: Ready to submit.
   • Submit Method: Electronic
   • Update the simple search or access Advanced Search, if needed.
3. Click the check box for the claim line item(s) you want to submit.
4. Click the Actions dropdown menu and select Submit. Note: The action of selecting Submit creates an 837 file that is downloaded to your computer. Most computers place this file in the Download folder, however, verify with your IT department if changes have been made to your computer. 

Invoice

1. Open an invoice.
2. Ensure the invoice is Authorized.
3. Access Claim History tab.
4. For the line item that displays Ready to Submit in the Submit Status column, click the Submit icon. Note: The action of selecting Submit creates an 837 file that is downloaded to your computer. Most computers place this file in the Download folder, however, verify with your IT department if changes have been made to your computer. 

Additional Information

• Secondary Payer Claims: The ability to add secondary payer details is not available. Contact your unintegrated clearinghouse for secondary electronic submission options or send a paper claim.
• The E-Claims tab within the Claims screen of the Accounting module is not functional when using an unintegrated clearinghouse.