Kalix’s batching feature allows you to export and submit multiple insurance claims simultaneously, streamlining the insurance billing process.
The Kalix Managed Clearinghouse
Kalix also has its own managed clearinghouse! Say goodbye to manual claim submissions! Kalix now features a built-in clearinghouse for only $15/month* —with unlimited claims, unlimited insurers, and unlimited rendering providers. Submit claims directly from Kalix, track their status in real time, and reduce rejections with automated error checks. No third-party accounts are needed—everything is handled seamlessly within Kalix. Learn More
Creating a New Batch
To create a new batch, please follow the instructions below:
1. To create a new batch, select Billing -> New -> Batch on the top header.
Ready to Batch
Claims must be assigned the status - Ready to Batch (as shown below) via their Billing payments screen will be added to the batch.
Note: Kalix automatically assigns this status to all new insurance bills that have yet to be added to a batch.
2. All insurance bills with the status - Ready to Batch will be listed on the New Batch page, with the exception of bills with critical errors.
Critical Errors
At the top of the New Batch page, Kalix will display an error message if any bills have critical errors. Click on the View button to see the individual bills.
Bills with critical errors will not be included in the batch. The errors must be resolved before they can be exported.
Other Errors Notifications
When you create a Batch, Kalix will also display any error messages against each claim if certain information is missing. These errors will also appear on the bill after you save it.
These bills can be exported via a batch (unlike those with critical errors), but your Clearinghouse or insurer is likely to reject claims for these reasons, so it is recommended they are resolved before claim submission.
Fixing Errors (Critical & Other)
To fix the errors, click on the bill that has the errors listed, and the bill will open.
Select the Details section of the bill to edit.
Make your changes and save the bill.
Click on the Ready to Batch button again to return to the new Batch page.
For instructions on correcting billing errors, select the button below:
Filtering Claims
At the top of the new batches page are filter options allowing you to choose which insurers, providers, clearinghouses, and/or locations you wish to add to your batch.
Removing Bills From A Batch
If you wish to exclude any bills from the batch, click on the cross can, as shown below.
The removed bills will be automatically added to the next batch you create.
3. When you are happy with the bills on your New Batch page, select the Create New Batch button at the bottom of the page.
4. The below alert will then appear. If you are ready to proceed, click Create.
5. Once the batch is created, you will see the list of bills included in the batch.
6. The next step is either to download the batch file and manually submit it or use Kalix's clearinghouse..
7. Click the Send button to submit your claims to their assigned clearinghouses. Done!
Manual Batch Download
For manual batch download, select the download button, which is also located at the bottom of the page. Kalix provides you with three different download options:
1. PDF - Kalix will download the insurance claims on the traditional CMS 1500 formatted pages (with the red borders) for printing.
2. Print-Only Data—Insurance claims will be exported in a layout that can be printed on the official CMS 1500 forms.
3. 837P Format - the electronic format of the CMS 1500. If you manually export using this format, the file can be uploaded to the selected clearinghouse.
Note: 837P forms are specifically generated for a particular clearinghouse. Therefore, they cannot be uploaded to clearinghouses for which they were not created. The intended clearinghouse is listed in the option's name.
