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Kareo Help Center

Export Encounter as EDI 837 File

You can export and save electronically submitted encounters as an EDI 837 (ANSI X12 837P/I). EDI files can often be used with third party analytical applications and reporting.  In order to batch pull 837 files, all claims within that batch must have been submitted electronically at least once within the Kareo Desktop Application. 

To export an encounter

  1. Click Encounters > Find Encounter in the top menu.
  2. Find the encounter you want to export and double-click on it to open.
  3. At the bottom of the window, click Export 837.
  4. Save the file to your desired location.

To export a batch of encounters

  1. Click Encounters > Claims (837) Export in the top menu.
  2. On the EDI 837 Data Export window, select the billed start and end dates.
  3. At the Insurance field, select if you want to export from all insurance companies or a specific one.
  4. Click Ok.
  5. Save the file to your desired location.
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