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This article provides step-by-step instructions on how to enroll for electronic claims submission, ERA, and real-time eligibility with payers in Elation Billing.

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Overview

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What is EDI Enrollment?

EDI (Electronic Data Interchange) enrollment is the process of setting up electronic connections with insurance payers for claims submission, Electronic Remittance Advice (ERA), and Real-Time Eligibility (RTE) checks.

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Why is EDI Enrollment important?

Electronic enrollment enables faster claims processing, automatic payment posting through ERAs, and real-time eligibility verification—all of which improve billing efficiency and reduce manual work.

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Workflow Instructions

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Step 1 - Navigate to Insurance Settings

  1. Ensure you have an Admin or Manager role to access these settings.
  2. Click on the Practice Settings option under the Settings drop-down menu.
  3. Click on the Insurance tab.
If you have multiple practice entities, use the Entity dropdown to select the one you want to view payer enrollments for. Image

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Step 2 - Identify and Favorite Payers

Search for payers by name or payer ID. Click the heart icon to add them to your favorites list.
If searching for Medicare, Medicaid, or BCBS, search with the state prefix first (e.g., “CA Medicare”, “TX Medicaid”, “VA BCBS”).

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Adding a Payer

If you search for a payer that is not present, click + Add Payer to add them:
  • Use the ClaimMD Payer List to find official payer IDs and confirm supported electronic services
  • After adding the necessary info, select Verify Address
If a payer ID was entered incorrectly, create a new custom payer record with the correct ID and disable the incorrect record.

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Step 3 - Enroll

There are 3 types of enrollment (varies per payer):

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Quick Enroll

Click the quick enroll button and you’re done.

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Electronic Enrollment

Instructions to login to a payer website and point the ERAs to our clearinghouse. When complete, click the MARK COMPLETED button so ClaimMD can finalize the connection.
If the Mark Completed button is present, it must be selected once the instructions have been followed. If not selected, ClaimMD will be unable to finalize your enrollment.

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Paper Enrollment

The enrollment form will pop up pre-populated. Complete additional fields (marked in RED if needed) and submit. You may see processing time information under the ENROLL button (e.g., “14 Days”). If the typical processing time has passed with no updates, contact the payer to confirm enrollment status. The ENROLL button - below it it says 14 Days
  1. Click ENROLL, then click START.
  2. A new tab will open with specific instructions.
  3. Complete the enrollment steps.
  4. Close the tab and click MARK ENROLLED in the billing software.
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You are completing YOUR portion of the enrollment. Payer processing times vary and you may not begin receiving ERAs right away. Claims and Eligibility are typically available within 48 hours.
For prolonged delays, contact the payer directly to verify enrollment status.