Submit claims

You can submit new professional claims through the Stedi portal.

You must submit dental or institutional claims through your vendor, Stedi's APIs, or an SFTP connection. However, you can revise and resubmit existing claims of all types in the Stedi portal as needed.

Submit professional claims

To submit a professional claim:

1. Go to the Transactions page.
2. Click + Submit claim manually.
3. Enter the required information for your professional claim.
   • Select a Payer from the dropdown list. Start typing to filter the list.
   • Select whether you want to submit a Production or Test claim.
     • Production claims are sent to the payer.
     • Test claims aren't sent to the payer - Stedi validates them and displays them on the Transactions page so you can get familiar with Stedi's claim processing workflow. Stedi responds to test claims with a 277CA claim acknowledgment, but you won't receive an 835 Electronic Remittance Advice (ERA).
   • Complete the rest of the form. It's based on the CMS-1500 Claim Form, but it doesn't support every data element. Specifically, it omits some parts of Item 19 (Additional Claim Information) and all of Item 24 supplemental information (shaded area). If you need this data, you'll need to submit claims directly through the API or SFTP.
4. Click Submit claim.

Stedi validates the claim and submits it to the payer. It will appear on the Transactions page as a new 837P Professional Claim.

Later, you'll also see related claim responses, such as 277CA claim acknowledgments and 835 Electronic Remittance Advice (ERAs).

Download CMS-1500 PDF

Stedi automatically generates a PDF CMS-1500 claim form for each professional claim.

To download the PDF:

1. Go to the Transactions page and click the claim you want to download.
2. Click Download CMS 1500 claim PDF. You can choose to download it either with or without the CMS-1500 form overlay.

Payers have strict requirements for submitted CMS-1500 claim forms. If you plan to send generated PDFs to payers or retain them for your records, we strongly recommend visiting CMS-1500 Claim Form PDF for information about the correct printer settings for generated PDFs and general best practices.