Claim Creation by Clinic Settings

This article describes how to set up EDI claim creation by clinic in multiple clinic organizations that have individual Tax IDs for different clinics or groups of clinics.

Company Info Set Up

From Settings-Company Settings in the main menu, select Separate EDI Claims by Clinic.

Payer Settings

Note: When using this feature, Create ST/SE Loop for Each Claim must be unchecked for all payers. This may be changed in payer settings as illustrated here.