Page History

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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 created in procedure #1 - Create Manual EDI/837 Billing Batch
8. 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
9. Save the file

3.  Upload EDI

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CSV and Generate EDI

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for Manual EDI/837 Billing Batch

1. Log in to your personal profile
2. Select Billing from the main menu
3. Select Batches from the submenu
4. Select the Manual EDI/837 Billing Batch from the Batches table by clicking anywhere in the row of the batch
   1. The manual EDI/837 billing batch was created in procedure #1 – Create Manual EDI/837 Billing Batch
5. Select the Upload EDI /837 CSV and Generate EDI/837 button button
6. Click the Add Attachment next to Choose File
7. Locate the updated file for upload
   1. This is the file updated from procedure #2 - Download and Update EDI/837 Raw Dump File
8. Select the file and click open
9. DCI will upload the file and display a success message in the Upload EDI/837 Raw Dump File and Generate EDI/837 window
   1. If an alert displays in the Upload EDI/837 Raw Dump File and Generate EDI/837 window, the file is not configured as per the funding source. Please review procedure #2 - Download and Update EDI/837 Raw Dump File.
10. Click Save
11. Click Yes in the confirmation alert window
12. The Batch Details page will be displayed, and the status will be EDI/837 Generation InProcess.
    1. This process can take up to ten minutes
13. The status will update to EDI/837 Generated
14. Select the file next to the EDI/837 Transmission File field, in the EDI Details widget.
15. Select the file next to the Name field in the Attachment Details widget to download.
16. Save the file
17. Proceed with your organization and funding source file upload procedure