1. Access the E-Billing List
Go to the left sidebar and open E-Billing → List.
Select the date range and click the blue E-Billings button to display the list of E-Billings.
If you want to exclude a specific E-Billing, uncheck it from the checkbox shown in the green box.
Finally, click the CREATE BATCH FILE button.
2. Generate the ZIP File
Once the process is complete, a ZIP file named "DownloadedEdiFiles" will be automatically downloaded.
3. Extract the File
In your system’s Downloads folder, right-click on the downloaded file and select Extract from the context menu.
4. Locate the Extracted Files
Inside the extracted folder, you will find the files required to upload to your insurance agency’s website:
EbillingBatch – used to submit the billing request for the list of E-Billings.
Request_EbillingBatch – used to request the results of the E-Billing file after it has been submitted.
5. View an Existing Batch
You can also locate a previously created Batch from the E-Billing Batch List view.
To do so, go to the left sidebar and open E-Billing → E-Billing Batch List.
Select the date range that includes the entries of the E-Billings within the Batch and click the blue SUBMIT button to display the list of Batches.
6. Download Batch Files
In the Actions column of the list, click the DOWNLOADS button to open the dropdown menu with available options.
From there, you can download the following files:
Batch_Ebilling – used to upload to the insurance agency’s website to request payment.
Batch_Request – used to request the results of the E-Billing file after it has been submitted.
