How to Generate a 837p Batch Invoice

  • Updated

Generating 837p batches allow for efficient processing of claims to multiple payors at one time instead of submitting each individually. 
 

When to Use This 

  • You're a US client 

  • You need to create an 837p invoice for ClaimMD submissions 

     

Generating an 837p Batch Invoice 

  1. Go to Accounting 

  2. Select Print Batching

     

 

  1. Click Create Batch Invoices

     

 

  1. Under Select Batch Parameters, enter the:
    • Batch Name
    • Patient
    • Third Parties
    • Clinics

 

💡Tip: Leave the Patient field blank and select All Third Parties and All Clinics if you are creating a batch for all claims 

 

 

  1. Click Create Batch
  2. Find the batch you created 
  3. Click the menu icon 

  4. Select Generate 837p Batch

     

 

Result

  • Your 837p batch has been generated and can be uploaded to your clearinghouse

     

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