Creating an 837 File

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Creating Your 837 4010 Billing File

NOTE: If you have never done any electronic billing in ClinicPro before, Contact ClinicPro Support first before trying to create a billing file. Failure to contact us will result in unnecessary rejections, which will waste your time!

Click on Activities, then Insurance Billing, then Do Billing.
Click on 837 4010 and select the submitter that you are sending your claims to. (Required.)
If you bill by billing doctor or carrier, you can select those as well. (Optional).
Click OK.
Print a billing detail report. To do this, click on Detail, then Send to Printer, then Print.
Check the detail report for any invalid diagnosis codes, procedure codes, people going to the wrong insurance company, etc.
Choose one of the following below:
a) If you find something incorrect, click on cancel, then quit, make your corrections, and start over at step 1.

OR

b) If everything looks correct, click Process.
Wait patiently while ClinicPro checks for errors. You will see a little box in the upper left-hand corner of the screen that will count up the number of claims.
One of the two things will happen. You’ll either get:
a)      A little box that says “837 Completed Successfully.” This means you didn’t get any pre-processing errors, and a billing file was created. Click on Quit.

OR

b)      A window that pops up that says 837 Errors. If you get this screen, a billing file wasn’t created because ClinicPro found errors. This screen will tell you the patient’s name, and the error description. You will want to do the following:

      Click on Print Errors. Then click Exit, then click on Quit.

You will need to fix the errors that printed out on the 837 error log. Then start over at step 1.

DO NOT click on Process with Errors unless one of the support staff tells you to. If you process with errors, more than likely, your entire billing file will reject.

If you don’t understand an error, first click on the following link:

Troubleshooting 837 errors.

If that resource did not help, you can contact ClinicPro support.

Again, DO NOT process with errors.