Introducing filtered claims and ERA list exports in the Stedi portal
You can now export a filtered list of claims or Electronic Remittance Advice (ERAs) as an Excel file (.xlsx) from the Stedi portal.
You can already use the Stedi portal's claims view and ERA view to see a filtered list of claims or ERAs you've processed with Stedi.
Now, you can also export them as a spreadsheet to load them into another system or work them manually. For example, you can use the spreadsheet to analyze trends, reconcile payments, or generate weekly or monthly reports.
How to create an .xlsx export
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Apply one or more filters to the claims view or the ERA view. The Export button appears once you apply at least one filter.
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Click Export. Stedi builds the file in the background.
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Stedi sends you an in-app notification when the file is ready.
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The download starts automatically. You can also download the file from the bell icon in the side navigation. Find the Download is ready notification and click Download.
You don't have to stay on the page. If you navigate away, Stedi still builds the file and notifies you when it's ready.
The download link in the notification is available for 30 days. After 30 days, the link expires.
An export can hold up to 250,000 records. Stedi disables the Export button when the filtered list is larger than that. Add more filters to reduce the list size.
What an .xlsx export contains
Each export is an .xlsx file with two tabs:
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Records – The list of filtered claims or ERAs. The records mirror your filters exactly. The columns of this tab match the columns of the claims or ERA list view.
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Metadata – Details about the export itself, such as the export date, the filters you applied, the number of records, and whether the export was produced in production or test mode. You can use it to easily find and share when and how the export was produced.
Availability
Exports are available now in the claims view or the ERA view for all Stedi production accounts at no extra cost.
Get started
To get started with Stedi, sign up for a free sandbox account. It takes less than two minutes. No credit card is required.
When you're ready to submit real claims and export them, upgrade to production on our pay-as-you-go plan. There are no monthly minimums or setup fees. You only pay for the transactions you use.