EDI Billing

RoutingBox offers several formats for Electronic Data Interchange (EDI) billing files. This allows you to submit your claims to a clearinghouse’s online billing portal, rather than having to print and mail paper invoices. Under the EDI Billing tab, you have the option to create 837P files. Under the Broker Billing tab, you have the option to create files formatted for specific accounts.

Method 1 (Broker Billing Tab):

Navigate to the Billing tab, then select the Broker Billing icon.

1. Choose the Date Range you’re creating a broker billing file for.
 
2. Start typing the name of the Account you would like to bill. Then select the Account from the drop-down.
 
3. Select the Billing Status of the trips you would like to view in the grid. The default status is Ready.
 
4. Check or uncheck if you would like to Mark Trips Billed or if you would like the trips to be Batched in an Invoice.
 
5. Check the trips you would like included on the billing file. The top checkbox will select all the trips in the grid. Please note, any trip with information highlighted in pink requires attention prior to creating a broker billing file.

6. Click Create.

7. Choose the desired file format from the drop-down.

 8. Enter a File name.

9. Click Save. You will now be able to upload the saved EDI file to the clearinghouse’s billing portal.

Method 2 (EDI Billing Tab):

Navigate to the Billing tab, then select the EDI Billing icon.

1. Choose the Date Range you’re creating an EDI billing file for.
 
2. Start typing the name of the Account you would like to bill. Then select the Account from the drop-down.
 
3. Select the Billing Status of the trips you would like to view in the grid. The default status is Ready.
 
4. Check or uncheck if you would like to Mark Trips Billed or if you would like the trips to be Batched in an Invoice.
 
5. Check the trips you would like included on the billing file. The green checkbox in the header checks all the trips in the grid. Please note, any trip with information highlighted in pink requires attention prior to creating an EDI billing file.

6. Click Create.

7. Choose the desired file format from the drop-down.

8. If you select the 837P (HIPAA 5010, Advanced) file format, check off the boxes your clearinghouse requires to be included on their EDI billing file submissions, then click OK.

9. Enter a File name.

10. Click Save. You will now be able to upload the saved EDI file to the clearinghouse’s billing portal.

Video Links:

Coming Soon

Related Articles:

Attendance Invoice
CMS 1500
How to Assign Billing Codes and Rates
How to Load an Electronic Remittance
How to Review and Change the Billing Status of a Trip 

Invoices

Key Terms:

837P, Billing, EDI, Electronic, Fidelis, MTM, MTS, VNS, Submission, EdiBillingFormHelp