Setting Up SFTP Integration:
Log into the system and navigate to: Location > Settings > Initial Setup > Integrations > Clearinghouse.
Contact your clearinghouse to request your SFTP username and password. Note that these credentials are different from those used to log into the clearinghouse’s website.
*The SFTP integration is NOT required in order to create claims in ChiroHD. You can still bill in ChiroHD without this integration.
Billing Process with ChiroHD:
At the end of the billing process in ChiroHD, create the claim file. The system does not automatically send the claim file to any clearinghouse.
To submit the claim, the office must manually upload the claim file to their clearinghouse, which will then process and send the claim to the insurance company.
Manual vs. SFTP Integration:
Manual Process: Download the claim file from ChiroHD, log into the clearinghouse’s website, upload the claim file, and complete processing in the clearinghouse.
SFTP Integration: Adds a "Send to Clearinghouse" button in ChiroHD. Clicking this button uploads the electronic claim file directly to the clearinghouse. The office still needs to complete the processing in the clearinghouse, but this integration eliminates the manual download/upload steps.
Using the SFTP Integration:
When ready to create a claim file, click “Create Claim,” then click “Send to Clearinghouse.”
If the claim file has already been created but not sent, you can find the "Send to Clearinghouse" button under Claim History (in the Insurance tab) or Bill History (in the patient’s ledger).
Verifying Claim Submission:
After clicking “Send to Clearinghouse,” the button’s text will change to "Sent to Clearinghouse" along with a timestamp.
If the button has not changed, the claim has not been sent to the clearinghouse.
This streamlined process ensures that the SFTP integration simplifies the claim submission, making it more efficient and reducing the potential for manual errors.
Video Tutorial: Click Here