KamoCRM

Claims office — 837P files for the clearinghouse portal, acknowledgements, 835 review and posting, claim-billing setup

Featurekamo-internal
Shipped
October 25, 2026 at 4:01 PM UTC
Author
Kamo
Commit
ac0c019

- /patients Claims section (VIEW_CLAIMS / MANAGE_CLAIMS / POST_INSURANCE_PAYMENTS): ready claims → check (problems grouped by where they are fixed, with the button that goes there) → build file → download → "I uploaded it" or set aside; claim-file history with what the clearinghouse said per claim; drag-and-drop upload of 999 / 277CA / 835 with results in plain language; 835 review (will post / needs a person / patients now owe, provider-level adjustments, balance warnings, technical details expander) and post-once. - Setup → Claim billing (MANAGE_EHR_SETTINGS): billing provider, clearinghouses (test/production), billing clinicians, payer plan types. - Chart Billing tab: a ready claim links to sending it in a file; the CLEARINGHOUSE_FILE channel reads as a clearinghouse file.

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