The purpose of this dashboard is to provide visibility to the multiple files sent daily from DrChrono to various clearinghouses. This dashboard will show files that have successfully made it to and were accepted by the clearinghouse. It will also show files that may not have gone for whatever reason or have become stuck during the transmission process.
Note: The word "files" above is meant to encompass claim submission, claim acknowledgment, electronic remittance advice, and patient statements.
Activate your internal account
- The feature lives under the feature flag.
- Once you enter your user/practice name, please click on "update" and then "clear cache" before leaving the Feature Rollout Tool.
To view
- Navigate to Swords > Quick View
- Click on EDI Dashboard on the left menu
- From this screen, pick the tab that corresponds with the file(s) you are reviewing
837 = Claim Submission File (EDI)
835 = Electronic Remittance Advice (ERA)
277 = Claim Status Inquiry
- The chart below will show you the claims that have been submitted less than 24 hours ago, and the claims that have been submitted more than 24 hours ago. The system will start the clock when a claim is placed in a submission billing status (bill insurance, bill secondary insurance, worker's comp claim, auto accident claim, durable medical equipment claim).
Professional = provider claims (outpatient setting)
Institutional = hospital, some nursing home claims (inpatient setting)
- If there are claims that do not receive a status update via 277 files and are moved to "In process at clearinghouse/payer" billing status, the system will display them here. There should not be any claim in the "Greater than 24 hours" column.
- If there is, the system will also automatically trigger an alert that will be posted in the EDI Alert MS Teams channel. From there, the payments team will investigate and provide updates in the channel as to what the issue is/was and what the solution will be.