Create claims from your appointments and services, generate 837P files and CMS-1500 forms, import ERAs to speed up payment posting, and work denials, corrections and secondary claims, all in EzPraxis. Claims and insurance payments are new in 2026, in both products.
Included for every practice
Insurance payment posting. Record insurer payments (check or EFT, with the reference number and the EOB attached) for primary, secondary or tertiary insurance, and allocate them line by line with CO, PR, OA and PI group codes and CARC/RARC reason codes. Service statuses update to paid, partially paid or not paid on their own. With the Client Payments add-on, the patient’s share can become a client invoice automatically.
With the Insurance Clearinghouse add-on
- Claims from encounters. One claim per EHR appointment or TCM note, an editable claim form with validation (scrubbing) before submission, and each claim’s status history and payer claim number.
- 837P claim files. Group claims into batches, download the 837P file, upload it to your clearinghouse, then mark the batch as submitted. Print CMS-1500 (02/12) forms for paper claims.
- ERA (835) import. Upload the payer’s remittance file. Payments are matched to services and pre-fill the posting, which your biller reviews and confirms. Files with several payments, provider-level adjustments (PLB), reversals and recoupments are handled.
- Corrections and secondary claims. Send corrected (replacement) and void claims, and create secondary (COB) claims from the primary payer’s adjudication.
- Denials and follow-up. Work a denial worklist with dispositions and follow-up dates per line, file appeals with supporting documents, and keep a payer ledger for refunds to payers and payer receivables.
- Claims analytics. Claims Pipeline, Denial Work Status and Claim Performance dashboard widgets, the Claims Status & Aging report, the Remittance Register, and claim outcomes by payer.
Good to know
- EzPraxis has no built-in clearinghouse connection. It produces standard 837P files and reads standard 835 files, which you exchange with your own clearinghouse.
- Real-time eligibility checks (270/271) aren’t included.
- ERA import pre-fills the posting; your biller confirms it.
- Claim acknowledgments (999 and 277CA) aren’t imported. Your biller updates the claim status.
- Claims are professional claims (837P and CMS-1500). Institutional claims (837I and UB-04) aren’t supported.
Frequently asked questions
Which clearinghouse does EzPraxis use?
None is built in. EzPraxis generates standard 837P files that you upload to your own clearinghouse, and it imports the 835 ERA files you get back.
Does EzPraxis check eligibility in real time?
No. Real-time eligibility (270/271) isn’t included.
Is ERA posting automatic?
Partly. Importing an 835 file matches payments to services and pre-fills the posting, and your biller reviews and confirms it.
Do we need the add-on to post insurance payments?
No. Posting insurer payments is included for every practice. Creating claims and importing ERAs need the Insurance Clearinghouse add-on.