Generate Claims

Before generating claims, ensure: (1) visits are in Verified status, (2) the patient has an active authorization with remaining units, (3) your clearinghouse credentials are configured in Settings → EDI.

Go to Billing → Claims. Click Generate Claims. Select the date range and optionally filter by patient or caregiver. The system creates one claim line per verified visit. Review the list and click Submit to Clearinghouse.

Draft — created but not yet submitted.

Submitted — sent to the clearinghouse.

Accepted — clearinghouse confirmed receipt.

Rejected — clearinghouse returned an error; review the rejection reason and resubmit.

Denied — payer denied the claim; you can file an appeal.

If you prefer to submit manually, click Download 837P to get the EDI file in standard ANSI X12 format, which you can upload to your clearinghouse portal directly.