Exporting a Merged Health Care Claim

Overview

Many clearinghouses (such as Availity, Waystar, Office Ally, etc.) and state portals (Georgia, Missouri, etc.) allow for uploaded EDI files for fast billing. If you have access to one of these, then once you have worked with an Ankota specialist to set this process up, your Ankota environment will be configured for it. This means that at a click of a button, you can create the correct EDI file, ready for upload. See below for further details on this process. 

Pre-Export

To ensure you are ready to export an EDI file for billing, simply perform your usual visit review and billing processes in Ankota. In other words, after ensuring visits are closed, reviewing the Visit Approval Dashboard, calculating billing, and completing draft invoices, you will export the Merged Health Care Claim.

Exporting the Claim

To export the merged health care claim, 

• Go to the Billing Report page
• Filter for your appropriate completed invoices
• Select the invoice or invoices by checking the boxes next to them
• Click the Export Merged Health Care Claim button
• The file or files will save to your computer, usually to your Downloads folder, with the name Claims_Merged_Year_Month_Day_Time_Seconds.edi (for example, Claims_Merged_2020_11_05_08_12_52.edi)
  • Depending on your needs, the files may render as one or more files

You may then proceed to opening the portal (clearinghouse, state portal, etc.) where the EDI file can be uploaded, and then upload the appropriate file or files.