All Collections
Settings
Enrolling for Claims Submission, ERA, and Real-Time Eligibility (EDI)
Enrolling for Claims Submission, ERA, and Real-Time Eligibility (EDI)

Enrolling with payers to receive ERAs (electronic remittance advice). How do I set up EOBS or ERAS? How do I process EDI enrollments?

Updated over a week ago

Step 1 - Navigate

Click on the Practice Settings option under the SETTINGS drop-down menu, then click on the INSURANCE tab.

Step 2 - Identify Payers and Favorite

You can search for payers by name or payer ID. You can click the heart icon on the right to add them to your favorites list.

Pro Tip: If searching for Medicare, Medicaid, or BCBS: Search with the state prefix first

  • "CA Medicare"

  • "TX Medicaid"

  • "VA BCBS"

Add A Payer

If you search for a payer that is not present in the Billing Software, you can select the green ADD PAYER button. This will open a dialogue to add a payer to the system. You'll note the blue CLAIMMD PAYER LIST - this contains information on all payers with which our clearinghouse has a relationship, including Payer ID, as well as the electronic services available for these payers.

After adding the necessary info, we advise selecting "Verify Address".

Step 3 - Enroll

There are currently 3 types of enrollment (varies per payer):

  • Quick Enroll - Just click the quick enroll button and you are done =)

  • Electronic Enrollment - Instructions to login to a payer website and point the ERAs to our clearinghouse. When complete, you'll click a MARK COMPLETED button on the popup so we can finalize the connection.

    Example Electronic Enrollment

    An example Electronic Enrollment instruction page. The instructions are in Red. At the bottom, an important Mark Completed button is present.

    Mark Enrolled

    Note the Mark Completed button at the bottom of the image above! If this button is present, it must be selected once the instructions have been followed. If this button is not selected, ClaimMD will be unable to finalize your enrollment.

  • Paper Enrollment - The enrollment form will pop up pre-populated and allow you to complete additional fields (marked in RED if needed) and then submit most paper forms online.

You may see information under the ENROLL button - this indicates the average time it takes for an enrollment to be completed!

The ENROLL button - below it it says 14 Days

Click on the ENROLL button, and then click START. A new tab will pop up giving you specific instructions to complete the enrollment.


When you finish the enrollment, close the tab and then click MARK ENROLLED in the billing software.

Pro Tip: You are completing YOUR portion of the enrollment, payer processing times vary and you may not begin receiving ERAs right away. Claims and Eligibility are typically available within 48 hours.

Did this answer your question?